Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
17.0%
% of LGRO's 47 holdings also in CLOU
21.6%
% of CLOU's 37 holdings also in LGRO
Overlap by Weight
Sector Drift (LGRO minus CLOU)
Overlapping Holdings
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| Company | Weight in LGRO |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 3.2% | 5.1% | 3.2% |
|
TWILIO, INC. CLASS A | 2.9% | 4.8% | 2.9% |
|
AMAZON.COM INC | 5.6% | 2.0% | 2.0% |
|
SERVICENOW INC | 2.0% | 3.3% | 2.0% |
|
SALESFORCE.COM INC | 1.8% | 3.6% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
LGRO Overweight Relative to CLOU
|
APPLE INC | 7.3% |
|
MICROSOFT CORP | 3.8% |
|
AMAZON.COM INC | 3.6% |
|
BOOKING HOLDINGS INC. | 3.6% |
|
META PLATFORMS INC | 3.6% |
|
NVIDIA CORP | 3.4% |
|
BLACKROCK INC | 3.4% |
|
ALPHABET INC. CLASS A | 3.3% |
|
LAM RESEARCH CORP | 3.0% |
|
UBER TECHNOLOGIES, INC. | 3.0% |
LGRO Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -4.8% |
|
ZSCALER, INC. | -4.5% |
|
QUALYS INC | -4.2% |
|
HUBSPOT INC | -4.1% |
|
DROPBOX, INC. CLASS A | -4.0% |
|
WORKDAY INC-CLASS A | -4.0% |
|
PROCORE TECHNOLOGIES INC | -4.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.9% |
 |
WIX.COM LTD | -3.9% |
|
BOX, INC. CLASS A | -3.8% |