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
24%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
16%
ALSO IN LRNZ
LRNZ
21
HOLDINGS
29%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus LRNZ)
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 LRNZ |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 7.3% | 7.2% | 7.2% |
|
DATADOG INC CLASS A | 4.8% | 4.2% | 4.2% |
|
CLOUDFLARE INC CLASS A | 4.0% | 11.4% | 4.0% |
|
ZSCALER, INC. | 3.8% | 5.5% | 3.8% |
|
SERVICENOW INC | 4.7% | 3.3% | 3.3% |
CLOU Overweight Relative to LRNZ
|
PAYCOM SOFTWARE INC | 5.4% |
|
WORKDAY INC-CLASS A | 4.7% |
|
TWILIO, INC. CLASS A | 4.7% |
|
SALESFORCE.COM INC | 4.3% |
|
QUALYS INC | 3.8% |
 |
SHOPIFY, INC. CLASS A | 3.6% |
|
DROPBOX, INC. CLASS A | 3.6% |
|
DIGITALOCEAN HOLDINGS, INC. | 3.4% |
|
HUBSPOT INC | 3.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.1% |
CLOU Underweight Relative to LRNZ
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -11.4% |
|
NVIDIA CORP | -9.6% |
|
SAMSARA, INC. CLASS A | -7.5% |
|
CLOUDFLARE INC CLASS A | -7.4% |
|
ELASTIC NV | -4.7% |
|
MONGODB, INC. CLASS A | -4.5% |
|
ELI LILLY & CO | -3.6% |
|
AMAZON.COM INC | -3.5% |
|
NATERA INC | -3.5% |
 |
ARM HOLDINGS PLC | -3.3% |