Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
20.7%
% of BFTHX's 32 holdings also in CLOU
16.2%
% of CLOU's 37 holdings also in BFTHX
Overlap by Weight
Sector Drift (BFTHX minus CLOU)
Overlapping Holdings
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| Company | Weight in BFTHX |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY INC. | 4.9% | 5.1% | 4.9% |
 |
SERVICENOW, INC. | 6.8% | 4.0% | 4.0% |
|
SNOWFLAKE INC. | 2.9% | 4.0% | 2.9% |
|
AMAZON.COM, INC. | 8.8% | 2.0% | 2.0% |
|
MICROSOFT CORPORATION | 4.8% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
BFTHX Overweight Relative to CLOU
|
NVIDIA CORPORATION | 12.1% |
|
META PLATFORMS, INC. | 7.3% |
|
AMAZON.COM, INC. | 6.8% |
|
AMAZON.COM INC | 6.8% |
|
INTUITIVE SURGICAL, INC. | 5.3% |
|
CROWDSTRIKE HOLDINGS, INC. | 5.3% |
|
THE TRADE DESK | 3.9% |
 |
MERCADOLIBRE, INC. | 3.6% |
|
CLOUDFLARE, INC. | 3.2% |
|
TESLA, INC. | 3.2% |
BFTHX Underweight Relative to CLOU
|
HUBSPOT INC | -4.5% |
|
QUALYS INC | -4.5% |
|
TWILIO, INC. CLASS A | -4.4% |
|
SALESFORCE.COM INC | -4.1% |
|
ZSCALER, INC. | -4.1% |
|
WORKDAY INC-CLASS A | -4.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.0% |
 |
WIX.COM LTD | -3.9% |
|
WORKIVA, INC. CLASS A | -3.9% |
|
SPS COMMERCE INC | -3.9% |