Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
34%
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 | 3.8% | 4.2% | 3.8% |
|
SNOWFLAKE, INC. CLASS A | 6.6% | 3.7% | 3.7% |
|
DATADOG INC CLASS A | 5.2% | 3.6% | 3.6% |
|
SERVICENOW INC | 3.5% | 3.2% | 3.2% |
|
DIGITAL REALTY TRUST INC | 2.6% | 3.0% | 2.6% |
CLOU Overweight Relative to FCLD
|
PAYCOM SOFTWARE INC | 6.1% |
|
ZSCALER, INC. | 5.3% |
|
QUALYS INC | 4.9% |
|
CLOUDFLARE INC CLASS A | 4.0% |
 |
SHOPIFY, INC. CLASS A | 3.8% |
|
PROCORE TECHNOLOGIES INC | 3.2% |
|
SNOWFLAKE, INC. CLASS A | 2.8% |
|
WORKIVA, INC. CLASS A | 2.7% |
|
AKAMAI TECHNOLOGIES | 2.6% |
 |
WIX.COM LTD | 2.6% |
CLOU Underweight Relative to FCLD
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.7% |
|
EQUINIX INC | -3.6% |
|
DELL TECHNOLOGIES INC CLASS C | -3.6% |
|
WESTERN DIGITAL CORP | -3.5% |
|
SANDISK CORP | -3.5% |
|
PURE STORAGE, INC. CLASS A | -3.1% |
|
MICROSOFT CORP | -3.0% |
|
NETAPP INC | -2.7% |
|
APPLOVIN CORP. CLASS A | -2.5% |
|
ATLASSIAN CORP. CLASS A | -2.3% |