Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
27.9%
% of WCLD's 67 holdings also in CLOU
47.2%
% of CLOU's 36 holdings also in WCLD
Overlap by Weight
Sector Drift (WCLD minus CLOU)
Overlapping Holdings
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| Company | Weight in WCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.7% | 3.4% | 1.7% |
|
SALESFORCE.COM INC | 1.7% | 4.9% | 1.7% |
 |
WIX.COM LTD | 1.6% | 5.6% | 1.6% |
|
PROCORE TECHNOLOGIES INC | 1.6% | 5.2% | 1.6% |
|
BOX, INC. CLASS A | 1.5% | 3.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
WCLD Overweight Relative to CLOU
|
OKTA, INC. CLASS A | 1.9% |
|
C3.AI, INC. CLASS A | 1.8% |
|
BLOCK INC. | 1.7% |
|
DOCUSIGN, INC. | 1.6% |
|
AVIDXCHANGE HOLDINGS, INC. | 1.6% |
|
Q2 HOLDINGS INC | 1.6% |
|
HUBSPOT INC | 1.6% |
|
SPRINKLR, INC. CLASS A | 1.6% |
|
ASANA, INC. CLASS A | 1.6% |
|
RINGCENTRAL, INC. CLASS A | 1.6% |
WCLD Underweight Relative to CLOU
|
NETFLIX INC | -5.0% |
|
WIX.COM LTD | -3.9% |
|
SPS COMMERCE INC | -3.7% |
|
DIGITAL REALTY TRUST INC | -3.7% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.6% |
|
PROCORE TECHNOLOGIES INC | -3.6% |
|
AKAMAI TECHNOLOGIES | -3.4% |
|
PAPA MURPHY'S HOLDINGS INC | -3.3% |
|
SALESFORCE.COM INC | -3.2% |
 |
SINCH AB | -3.1% |