Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
JTEK
68
HOLDINGS
18%
ALSO IN CLOU
CLOU
38
HOLDINGS
32%
ALSO IN JTEK
SECTOR DRIFT (JTEK minus CLOU)
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 JTEK |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.4% | 3.8% | 3.4% |
|
SNOWFLAKE, INC. CLASS A | 3.0% | 6.6% | 3.0% |
|
CLOUDFLARE INC CLASS A | 2.7% | 4.0% | 2.7% |
|
HUBSPOT INC | 2.1% | 3.1% | 2.1% |
|
TWILIO, INC. CLASS A | 2.0% | 4.1% | 2.0% |
JTEK Overweight Relative to CLOU
|
NVIDIA CORP | 4.5% |
|
META PLATFORMS INC | 4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% |
|
PALO ALTO NETWORKS INC | 3.7% |
|
TESLA MOTORS INC | 3.5% |
|
BROADCOM INC. | 3.5% |
|
ADVANCED MICRO DEVICES | 3.1% |
|
SHOPIFY, INC. CLASS A | 3.1% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 3.0% |
 |
ASML HOLDING NV-NY REG SHS | 2.2% |
JTEK Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -6.1% |
|
ZSCALER, INC. | -5.3% |
|
QUALYS INC | -4.9% |
|
WORKDAY INC-CLASS A | -4.4% |
|
DATADOG INC CLASS A | -4.4% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
BOX, INC. CLASS A | -3.7% |
|
DROPBOX, INC. CLASS A | -3.6% |
|
SNOWFLAKE, INC. CLASS A | -3.6% |
|
PROCORE TECHNOLOGIES INC | -3.2% |