Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
62.2%
% of CLOU's 37 holdings also in SKYY
38.3%
% of SKYY's 64 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus SKYY)
Overlapping Holdings
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| Company | Weight in CLOU |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
TWILIO, INC. CLASS A | 4.4% | 2.5% | 2.5% |
 |
SHOPIFY, INC. CLASS A | 5.1% | 2.4% | 2.4% |
|
HUBSPOT INC | 4.5% | 2.2% | 2.2% |
|
SALESFORCE.COM INC | 4.1% | 2.1% | 2.1% |
|
AMAZON.COM INC | 2.0% | 3.7% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to SKYY
|
SPS COMMERCE INC | 3.9% |
|
PROCORE TECHNOLOGIES INC | 3.8% |
|
QUALYS INC | 3.8% |
|
DIGITAL REALTY TRUST INC | 3.7% |
|
ZSCALER, INC. | 3.5% |
|
WORKDAY INC-CLASS A | 3.5% |
|
SNOWFLAKE, INC. CLASS A | 3.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.3% |
|
BOX, INC. CLASS A | 3.3% |
|
DROPBOX, INC. CLASS A | 3.2% |
CLOU Underweight Relative to SKYY
|
APPLOVIN CORP. CLASS A | -5.1% |
|
LUMEN TECHNOLOGIES, INC. | -4.4% |
|
ORACLE CORP | -4.3% |
|
NUTANIX, INC. CLASS A | -3.6% |
|
ARISTA NETWORKS, INC. | -3.5% |
|
PURE STORAGE, INC. CLASS A | -3.1% |
|
INTL BUSINESS MACHINES CORP | -3.0% |
|
MONGODB, INC. CLASS A | -2.6% |
|
CISCO SYSTEMS INC | -2.5% |
|
CLOUDFLARE INC CLASS A | -2.4% |