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
23
Number of overlapping holdings
62.2%
% of CLOU's 37 holdings also in SKYY
39.7%
% of SKYY's 62 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus SKYY)
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 SKYY |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 3.1% | 3.0% | 3.0% |
|
SALESFORCE.COM INC | 3.6% | 2.0% | 2.0% |
|
WORKIVA, INC. CLASS A | 3.6% | 2.0% | 2.0% |
|
AMAZON.COM INC | 2.0% | 4.1% | 2.0% |
 |
SHOPIFY, INC. CLASS A | 4.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to SKYY
|
SNOWFLAKE, INC. CLASS A | 4.5% |
|
PROCORE TECHNOLOGIES INC | 4.0% |
|
ZSCALER, INC. | 3.7% |
|
QUALYS INC | 3.4% |
|
PAYCOM SOFTWARE INC | 3.3% |
|
WORKDAY INC-CLASS A | 3.3% |
|
DROPBOX, INC. CLASS A | 3.2% |
|
SPS COMMERCE INC | 3.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.2% |
|
DIGITAL REALTY TRUST INC | 3.1% |
CLOU Underweight Relative to SKYY
|
NUTANIX, INC. CLASS A | -4.2% |
|
INTL BUSINESS MACHINES CORP | -4.0% |
|
PURE STORAGE, INC. CLASS A | -4.0% |
|
ORACLE CORP | -3.8% |
|
ARISTA NETWORKS, INC. | -3.8% |
|
CISCO SYSTEMS INC | -2.9% |
|
ALPHABET INC. CLASS A | -2.7% |
|
MONGODB, INC. CLASS A | -2.5% |
|
MICROSOFT CORP | -2.5% |
|
CLOUDFLARE INC CLASS A | -2.4% |