Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
47.8%
% of DTCR's 25 holdings also in SRVR
55.0%
% of SRVR's 21 holdings also in DTCR
Overlap by Weight
Sector Drift (DTCR minus SRVR)
Overlapping Holdings
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| Company | Weight in DTCR |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 14.4% | 16.1% | 14.4% |
|
EQUINIX INC | 10.7% | 15.1% | 10.7% |
|
DIGITAL REALTY TRUST INC | 9.8% | 15.0% | 9.8% |
|
CROWN CASTLE INTL CORP | 10.8% | 4.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 5.0% | 4.7% | 4.7% |
Position Highlights (Non-Overlapping Exposures)
DTCR Overweight Relative to SRVR
|
CROWN CASTLE INTL CORP | 6.1% |
 |
WINBOND ELECTRONICS CORP | 2.7% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | 2.4% |
|
INTEL CORP | 2.3% |
|
SUPER MICRO COMPUTER, INC. | 2.2% |
|
APPLIED BLOCKCHAIN INC | 2.1% |
 |
HYNIX SEMICONDUCTOR INC | 2.0% |
|
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.9% |
|
LAM RESEARCH CORP | 1.9% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 1.8% |
DTCR Underweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | -5.3% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.8% |
 |
CELLNEX TELECOM S.A. | -4.8% |
|
IRON MOUNTAIN INC | -4.6% |
|
EQUINIX INC | -4.3% |
|
IRIDIUM COMMUNICATIONS INC. | -3.6% |
 |
SES | -2.9% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -2.1% |
|
AMERICAN TOWER CORP-CL A | -1.7% |
 |
HKBN LTD. | -0.8% |