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
14%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
32%
ALSO IN XITK
XITK
85
HOLDINGS
14%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus XITK)
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 XITK |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 2.7% | 1.9% | 1.9% |
|
FIVE9 INC | 1.7% | 1.7% | 1.7% |
|
DATADOG INC CLASS A | 5.2% | 1.6% | 1.6% |
|
PAYCOM SOFTWARE INC | 6.1% | 1.6% | 1.6% |
|
SNOWFLAKE, INC. CLASS A | 6.6% | 1.4% | 1.4% |
CLOU Overweight Relative to XITK
|
ZSCALER, INC. | 5.3% |
|
SNOWFLAKE, INC. CLASS A | 5.1% |
|
QUALYS INC | 4.9% |
|
PAYCOM SOFTWARE INC | 4.5% |
|
TWILIO, INC. CLASS A | 4.1% |
|
CLOUDFLARE INC CLASS A | 4.0% |
|
WORKDAY INC-CLASS A | 3.8% |
 |
SHOPIFY, INC. CLASS A | 3.8% |
|
SALESFORCE.COM INC | 3.8% |
|
BOX, INC. CLASS A | 3.7% |
CLOU Underweight Relative to XITK
|
AXT INC | -3.8% |
|
ADVANCED MICRO DEVICES | -2.4% |
 |
SILICON MOTION TECHNOL-ADR | -2.4% |
|
APPLIED OPTOELECTRONICS INC | -2.2% |
|
ZETA GLOBAL HOLDINGS CORP. CLASS A | -1.7% |
 |
ARM HOLDINGS PLC | -1.6% |
|
RUBRIK INC-A | -1.5% |
|
IONQ, INC. | -1.5% |
|
MANHATTAN ASSOCIATES INC | -1.4% |
|
NUTANIX, INC. CLASS A | -1.4% |