Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
17.9%
% of WISE's 39 holdings also in CLOU
20.0%
% of CLOU's 35 holdings also in WISE
Overlap by Weight
Sector Drift (WISE minus CLOU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in WISE |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
C3.AI, INC. CLASS A | 3.5% | 3.4% | 3.4% |
|
SALESFORCE.COM INC | 2.8% | 3.8% | 2.8% |
|
SNOWFLAKE, INC. CLASS A | 2.7% | 3.0% | 2.7% |
|
MICROSOFT CORP | 4.9% | 2.1% | 2.1% |
|
AMAZON.COM INC | 4.6% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
WISE Overweight Relative to CLOU
|
INTEL CORP | 4.7% |
|
ADVANCED MICRO DEVICES | 4.7% |
|
NVIDIA CORP | 4.6% |
|
UIPATH INC CLASS A | 4.4% |
|
QUICKLOGIC CORP | 3.8% |
|
SOUNDHOUND AI, INC CLASS A | 3.7% |
|
BROADCOM INC. | 3.5% |
|
GRID DYNAMICS HOLDINGS, INC. CLASS A | 3.5% |
 |
PKSHA TECHNOLOGY, INC. | 3.3% |
|
ORACLE CORP | 3.3% |
WISE Underweight Relative to CLOU
 |
WIX.COM LTD | -5.7% |
|
BOX, INC. CLASS A | -5.1% |
|
ZSCALER, INC. | -4.6% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.5% |
|
SPS COMMERCE INC | -4.5% |
|
DIGITAL REALTY TRUST INC | -4.4% |
|
DROPBOX, INC. CLASS A | -4.3% |
|
WORKDAY INC-CLASS A | -4.3% |
|
DIGITALOCEAN HOLDINGS, INC. | -4.2% |
 |
SHOPIFY, INC. CLASS A | -4.2% |