Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
30.2%
% of WCLD's 68 holdings also in CLOU
51.4%
% of CLOU's 37 holdings also in WCLD
Overlap by Weight
Sector Drift (WCLD minus CLOU)
Overlapping Holdings
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| Company | Weight in WCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 1.7% | 4.5% | 1.7% |
|
WORKIVA, INC. CLASS A | 1.7% | 3.6% | 1.7% |
|
DIGITALOCEAN HOLDINGS, INC. | 1.6% | 2.8% | 1.6% |
|
WORKDAY INC-CLASS A | 1.6% | 4.0% | 1.6% |
|
PAYCOM SOFTWARE INC | 1.6% | 4.1% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
WCLD Overweight Relative to CLOU
|
OKTA, INC. CLASS A | 2.0% |
|
VEEVA SYSTEMS INC-CLASS A | 1.8% |
|
APPFOLIO INC CLASS A | 1.7% |
|
ADOBE SYSTEMS INC | 1.7% |
|
BLACKLINE, INC. | 1.6% |
|
NCINO, INC. | 1.6% |
|
RINGCENTRAL, INC. CLASS A | 1.6% |
|
DOCUSIGN, INC. | 1.6% |
|
SPRINKLR, INC. CLASS A | 1.6% |
|
PALO ALTO NETWORKS INC | 1.5% |
WCLD Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -4.8% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.9% |
|
SNOWFLAKE, INC. CLASS A | -3.7% |
|
TWILIO, INC. CLASS A | -3.3% |
|
DIGITAL REALTY TRUST INC | -3.1% |
|
AKAMAI TECHNOLOGIES | -3.1% |
|
PAPA MURPHY'S HOLDINGS INC | -2.9% |
|
ZSCALER, INC. | -2.8% |
|
HUBSPOT INC | -2.7% |
|
QUALYS INC | -2.6% |