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
32%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
SKYY
66
HOLDINGS
41%
ALSO IN CLOU
CLOU
38
HOLDINGS
68%
ALSO IN SKYY
SECTOR DRIFT (SKYY 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 SKYY |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 2.9% | 2.7% | 2.7% |
|
CLOUDFLARE INC CLASS A | 2.2% | 4.0% | 2.2% |
|
AKAMAI TECHNOLOGIES | 2.0% | 2.6% | 2.0% |
 |
SHOPIFY, INC. CLASS A | 1.9% | 3.8% | 1.9% |
|
MICROSOFT CORP | 3.7% | 1.9% | 1.9% |
SKYY Overweight Relative to CLOU
|
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% |
SKYY Underweight Relative to CLOU
|
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% |