Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
43.1%
% of SKYY's 62 holdings also in CLOD
52.1%
% of CLOD's 48 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus CLOD)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.5% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS A | 4.4% | 3.9% | 3.9% |
|
AMAZON.COM INC | 4.0% | 3.9% | 3.9% |
|
ORACLE CORP | 3.8% | 4.0% | 3.8% |
|
SALESFORCE.COM INC | 2.0% | 3.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to CLOD
|
INTL BUSINESS MACHINES CORP | 4.6% |
|
PURE STORAGE, INC. CLASS A | 3.9% |
|
ARISTA NETWORKS, INC. | 3.8% |
|
NUTANIX, INC. CLASS A | 3.2% |
|
CISCO SYSTEMS INC | 2.8% |
|
AKAMAI TECHNOLOGIES | 2.5% |
|
NETAPP INC | 2.0% |
|
DELL TECHNOLOGIES INC CLASS C | 2.0% |
|
LUMEN TECHNOLOGIES, INC. | 1.9% |
|
WORKIVA, INC. CLASS A | 1.9% |
SKYY Underweight Relative to CLOD
 |
SAP AG | -5.1% |
 |
MERCADOLIBRE INC | -4.7% |
|
PALO ALTO NETWORKS INC | -4.2% |
|
INTUIT INC | -3.9% |
|
CADENCE DESIGN SYS INC | -3.4% |
|
MICROSTRATEGY INC-CL A | -3.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.4% |
|
SYNOPSYS INC | -3.1% |
|
FORTINET INC | -2.9% |
 |
PROSUS N.V. CLASS N | -2.8% |