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
26
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
68%
ALSO IN SKYY
SKYY
66
HOLDINGS
41%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOU |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 2.7% | 2.9% | 2.7% |
|
CLOUDFLARE INC CLASS A | 4.0% | 2.2% | 2.2% |
|
AKAMAI TECHNOLOGIES | 2.6% | 2.0% | 2.0% |
 |
SHOPIFY, INC. CLASS A | 3.8% | 1.9% | 1.9% |
|
MICROSOFT CORP | 1.9% | 3.7% | 1.9% |
CLOU Overweight Relative to SKYY
|
SNOWFLAKE, INC. CLASS A | 6.0% |
|
PAYCOM SOFTWARE INC | 5.5% |
|
DATADOG INC CLASS A | 4.6% |
|
ZSCALER, INC. | 4.6% |
|
QUALYS INC | 4.2% |
|
WORKDAY INC-CLASS A | 4.1% |
|
PROCORE TECHNOLOGIES INC | 3.2% |
|
DROPBOX, INC. CLASS A | 3.0% |
|
BOX, INC. CLASS A | 3.0% |
|
DIGITAL REALTY TRUST INC | 2.6% |
CLOU Underweight Relative to SKYY
|
PANDORA MEDIA INC | -4.9% |
|
INTL BUSINESS MACHINES CORP | -3.7% |
|
NUTANIX, INC. CLASS A | -3.5% |
|
ARISTA NETWORKS, INC. | -3.1% |
|
NETSKOPE INC-CL A | -2.8% |
|
ORACLE CORP | -2.8% |
|
RUBRIK INC-A | -2.4% |
|
LUMEN TECHNOLOGIES, INC. | -2.3% |
|
MONGODB, INC. CLASS A | -2.3% |
|
CISCO SYSTEMS INC | -2.2% |