Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
25.0%
% of FDND's 43 holdings also in CLOU
28.6%
% of CLOU's 35 holdings also in FDND
Overlap by Weight
Sector Drift (FDND minus CLOU)
Overlapping Holdings
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| Company | Weight in FDND |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 5.0% | 3.8% | 3.8% |
|
WORKDAY INC-CLASS A | 3.3% | 4.3% | 3.3% |
|
SNOWFLAKE, INC. CLASS A | 2.6% | 3.0% | 2.6% |
|
AMAZON.COM INC | 9.3% | 2.0% | 2.0% |
|
ALPHABET INC. CLASS A | 4.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
FDND Overweight Relative to CLOU
|
META PLATFORMS INC | 9.8% |
|
AMAZON.COM INC | 7.4% |
|
NETFLIX INC | 6.7% |
|
ARISTA NETWORKS, INC. | 5.0% |
|
CISCO SYSTEMS INC | 4.8% |
|
PAYPAL HOLDINGS INC | 4.7% |
|
BOOKING HOLDINGS INC. | 4.5% |
|
ALPHABET INC. CLASS C | 3.9% |
|
AIRBNB, INC. CLASS A | 3.5% |
|
ALPHABET INC. CLASS A | 3.0% |
FDND Underweight Relative to CLOU
 |
WIX.COM LTD | -5.7% |
|
BOX, INC. CLASS A | -4.7% |
|
ZSCALER, INC. | -4.6% |
|
SPS COMMERCE INC | -4.5% |
|
DIGITAL REALTY TRUST INC | -4.4% |
|
DIGITALOCEAN HOLDINGS, INC. | -4.2% |
 |
SHOPIFY, INC. CLASS A | -4.2% |
|
TWILIO, INC. CLASS A | -4.2% |
|
WORKIVA, INC. CLASS A | -4.0% |
|
DROPBOX, INC. CLASS A | -3.9% |