Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
54.1%
% of CLOU's 37 holdings also in WCLD
32.3%
% of WCLD's 67 holdings also in CLOU
Overlap by Weight
Sector Drift (CLOU minus WCLD)
Overlapping Holdings
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| Company | Weight in CLOU |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
WIX.COM LTD | 4.3% | 2.0% | 2.0% |
 |
SERVICENOW INC | 4.0% | 1.8% | 1.8% |
|
BOX, INC. CLASS A | 3.4% | 1.8% | 1.8% |
|
TWILIO, INC. CLASS A | 4.6% | 1.7% | 1.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 3.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to WCLD
 |
SHOPIFY, INC. CLASS A | 4.8% |
|
SNOWFLAKE, INC. CLASS A | 3.9% |
|
SPS COMMERCE INC | 3.9% |
|
DIGITAL REALTY TRUST INC | 3.4% |
|
AKAMAI TECHNOLOGIES | 3.2% |
|
HUBSPOT INC | 3.0% |
|
TWILIO, INC. CLASS A | 2.9% |
|
PAPA MURPHY'S HOLDINGS INC | 2.8% |
|
WORKIVA, INC. CLASS A | 2.7% |
|
WORKDAY INC-CLASS A | 2.6% |
CLOU Underweight Relative to WCLD
|
Q2 HOLDINGS INC | -2.7% |
|
SQUARESPACE, INC. CLASS A | -2.3% |
|
AVEPOINT, INC. CLASS A | -2.3% |
|
TOAST, INC. CLASS A | -1.9% |
|
RINGCENTRAL, INC. CLASS A | -1.9% |
|
ZUORA, INC. CLASS A | -1.9% |
|
NCINO, INC. | -1.9% |
|
DOCUSIGN, INC. | -1.9% |
|
SMARTSHEET, INC. CLASS A | -1.9% |
|
SAMSARA, INC. CLASS A | -1.8% |