Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
39%
ALSO IN FCLD
FCLD
63
HOLDINGS
33%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus FCLD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CLOU |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.3% | 3.7% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 7.3% | 3.4% | 3.4% |
|
SERVICENOW INC | 4.7% | 3.3% | 3.3% |
|
DATADOG INC CLASS A | 4.8% | 3.2% | 3.2% |
|
DIGITAL REALTY TRUST INC | 2.8% | 3.2% | 2.8% |
CLOU Overweight Relative to FCLD
|
PAYCOM SOFTWARE INC | 5.4% |
|
CLOUDFLARE INC CLASS A | 4.0% |
|
SNOWFLAKE, INC. CLASS A | 3.9% |
|
ZSCALER, INC. | 3.8% |
|
QUALYS INC | 3.8% |
 |
SHOPIFY, INC. CLASS A | 3.6% |
|
PROCORE TECHNOLOGIES INC | 3.0% |
|
AKAMAI TECHNOLOGIES | 3.0% |
|
WORKDAY INC-CLASS A | 2.8% |
|
TWILIO, INC. CLASS A | 2.6% |
CLOU Underweight Relative to FCLD
|
WESTERN DIGITAL CORP | -6.0% |
|
SANDISK CORP ORDINARY SHARES | -5.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -5.3% |
|
EQUINIX INC | -4.0% |
|
APPLOVIN CORP. CLASS A | -3.8% |
|
COREWEAVE INC-CL A | -2.5% |
|
NETAPP INC | -2.3% |
|
MICROSOFT CORP | -2.3% |
|
ZOOMINFO TECHNOLOGIES, INC. CLASS A | -2.3% |
|
MONGODB, INC. CLASS A | -2.1% |