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
13%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
11%
ALSO IN LOUP
LOUP
28
HOLDINGS
14%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus LOUP)
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 LOUP |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 4.7% | 3.6% | 3.6% |
|
SNOWFLAKE, INC. CLASS A | 7.3% | 3.3% | 3.3% |
|
TWILIO, INC. CLASS A | 4.7% | 3.1% | 3.1% |
|
DATADOG INC CLASS A | 4.8% | 2.7% | 2.7% |
CLOU Overweight Relative to LOUP
|
PAYCOM SOFTWARE INC | 5.4% |
|
WORKDAY INC-CLASS A | 4.7% |
|
SALESFORCE.COM INC | 4.3% |
|
CLOUDFLARE INC CLASS A | 4.0% |
|
SNOWFLAKE, INC. CLASS A | 4.0% |
|
ZSCALER, INC. | 3.8% |
|
QUALYS INC | 3.8% |
 |
SHOPIFY, INC. CLASS A | 3.6% |
|
DROPBOX, INC. CLASS A | 3.6% |
|
DIGITALOCEAN HOLDINGS, INC. | 3.4% |
CLOU Underweight Relative to LOUP
 |
SILICON MOTION TECHNOL-ADR | -5.3% |
 |
MINIMAX GROUP INC | -5.3% |
|
CEREBRAS SYSTEMS INC - A | -4.4% |
 |
BE SEMICONDUCTOR INDUSTRIES | -4.3% |
 |
NU HOLDINGS LTD. CLASS A | -3.6% |
|
MARVELL TECHNOLOGY, INC. | -3.5% |
|
VISTRA ENERGY CORP. | -3.4% |
|
VERTIV HOLDINGS CO. CLASS A | -3.4% |
|
CAMECO CORP | -3.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.4% |