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
44.0%
% of DTCR's 25 holdings also in SRVR
55.0%
% of SRVR's 20 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 | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 12.8% | 17.6% | 12.8% |
|
EQUINIX INC | 12.7% | 16.0% | 12.7% |
|
AMERICAN TOWER CORP-CL A | 10.7% | 12.8% | 10.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.5% | 4.2% | 4.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | 4.2% | 5.0% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
DTCR Overweight Relative to SRVR
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 4.6% |
|
CROWN CASTLE INTL CORP | 4.5% |
|
21VIANET GROUP, INC. SPONSORED ADR C | 2.8% |
|
VERTIV HOLDINGS CO. CLASS A | 2.6% |
|
APPLIED BLOCKCHAIN INC | 2.5% |
|
UNITI GROUP INC | 2.2% |
|
NVIDIA CORP | 2.1% |
 |
PT SARANA MENARA NUSANTARA TBK | 1.8% |
 |
WIWYNN CORP. | 1.7% |
 |
KEPPEL DC REIT | 1.6% |
DTCR Underweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | -4.7% |
|
IRON MOUNTAIN INC | -4.6% |
|
IRIDIUM COMMUNICATIONS INC. | -4.3% |
 |
CELLNEX TELECOM S.A. | -3.8% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -3.8% |
|
EQUINIX INC | -3.3% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -3.2% |
 |
CHORUS LTD | -3.0% |
|
AMERICAN TOWER CORP-CL A | -2.1% |
 |
SES | -1.9% |