Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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4
Number of overlapping holdings
10.8%
% of CLOU's 37 holdings also in BOUT
11.8%
% of BOUT's 34 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus BOUT)
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 BOUT |
Overlap | |
|---|---|---|---|---|
 |
TWILIO, INC. CLASS A | 4.6% | 5.1% | 4.6% |
|
SALESFORCE.COM INC | 4.0% | 4.3% | 4.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 3.7% | 4.2% | 3.7% |
|
SERVICENOW INC | 4.0% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to BOUT
 |
SHOPIFY, INC. CLASS A | 4.8% |
|
SNOWFLAKE, INC. CLASS A | 4.8% |
 |
WIX.COM LTD | 4.3% |
|
HUBSPOT INC | 4.3% |
|
QUALYS INC | 4.1% |
|
WORKIVA, INC. CLASS A | 4.0% |
|
PROCORE TECHNOLOGIES INC | 4.0% |
|
WORKDAY INC-CLASS A | 3.9% |
|
SPS COMMERCE INC | 3.9% |
|
DROPBOX, INC. CLASS A | 3.8% |
CLOU Underweight Relative to BOUT
|
PLANET FITNESS INC CLASS A | -5.1% |
|
FEDERAL SIGNAL CORP | -5.0% |
|
MORGAN STANLEY | -5.0% |
|
EXPEDIA GROUP INC | -4.9% |
 |
GARMIN LTD | -4.3% |
|
MERCURY GENERAL CORP | -4.2% |
|
HEALTHEQUITY INC | -4.2% |
|
BLOCK INC. | -4.1% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.0% |
|
AGNICO-EAGLE MINES LTD | -2.9% |