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
55.0%
% of SRVR's 20 holdings also in DTCR
44.0%
% of DTCR's 25 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus DTCR)
Overlapping Holdings
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| Company | Weight in SRVR |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 17.6% | 12.8% | 12.8% |
|
EQUINIX INC | 16.0% | 12.7% | 12.7% |
|
AMERICAN TOWER CORP-CL A | 12.8% | 10.7% | 10.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.2% | 4.5% | 4.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | 5.0% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to DTCR
|
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% |
SRVR Underweight Relative to DTCR
 |
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% |