Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BUG vs CLOU
Shared holdings
3
BUG covered by CLOU
12.08%
CLOU covered by BUG
12.08%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BUG (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| PALO ALTO NETWORKS INC | 10.66% | |
| AKAMAI TECHNOLOGIES INC | 7.94% | |
| FORTINET INC COMMON STOCK | 7.71% | |
| Common Stock | 6.08% | |
| CROWDSTRIKE HOLDINGS INC | 5.49% | |
| GEN DIGITAL INC | 5.22% | |
| OKTA INC CL A | 4.97% | |
| SENTINELONE INC | 4.72% | |
| BLACKBERRY LTD | 4.32% | |
| RUBRIK INC-A | 4.28% | |
| SAILPOINT INC | 4.17% | |
| TENABLE HOLDINGS INC | 4.14% | |
| VARONIS SYSTEMS INC | 3.99% | |
| TREND MICRO INC | 3.86% | |
| QUALYS INC | 3.70% | |
| ZSCALER INC | 3.63% | |
| A10 NETWORKS INC COMMON STOCK | 3.34% | |
| Radware Ltd. ORD | 2.39% | |
| NETSKOPE INC-A | 1.43% | |
| DIGITAL ARTS INC | 1.23% | |
| AHNLAB INC | 1.22% | |
| FFRI SECURITY INC COMMON STOCK | 1.04% | |
| ONESPAN INC | 1.01% | |
| RAPID7 INC | 0.97% | |
| TELOS CORP | 0.71% | |
| ARQIT QUANTUM INC COMMON STOCK | 0.61% | |
| BNYREPOS | 0.46% | |
| AMIYA CORP COMMON STOCK | 0.32% | |
| HENNGE KK COMMON STOCK | 0.27% | |
| US ULTRA BOND CBT Sep25 | 0.12% |
CLOU (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| AKAMAI TECHNOLOGIES INC | 6.68% | |
| DIGITALOCEAN HOLDINGS INC | 5.43% | |
| DIGITAL REALTY TRUST INC | 5.21% | |
| TWILIO INC CLASS A | 4.70% | |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 4.45% | |
| DROPBOX INC CL A | 4.32% | |
| SALESFORCE INC | 4.03% | |
| SHOPIFY INC CL A | 3.83% | |
| PAYCOM SOFTWARE INC | 3.80% | |
| BOX INC- CLASS A | 3.63% | |
| PROCORE TECHNOLOGIES INC | 3.45% | |
| WORKIVA INC | 3.41% | |
| HUBSPOT INC | 3.32% | |
| SNOWFLAKE INC CL A | 3.15% | |
| QUALYS INC | 3.11% | |
| SERVICENOW INC | 3.11% | |
| VNET Group Incorporation DEPOSITARY RECEIPT | 3.02% | |
| FASTLY INC CL A | 2.99% | |
| WORKDAY INC CL A | 2.95% | |
| Wix.com Ltd | 2.56% | |
| ALPHABET INC CL A | 2.46% | |
| SINCH AB | 2.30% | |
| ZSCALER INC | 2.29% | |
| SPS COMMERCE INC | 2.26% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 2.14% | |
| FRESHWORKS INC CL A | 1.98% | |
| MICROSOFT CORP | 1.95% | |
| FIVE9 INC | 1.43% | |
| C3.AI INC-A | 1.13% | |
| MONEY MARKET FUND | 1.12% | |
| YEXT INC | 0.74% | |
| HEALTHSTREAM INC | 0.67% | |
| ORACLE CORP | 0.56% | |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.46% | |
| KINGSOFT CLOUD HOLDINGS LTD ADR | 0.42% | |
| PUBMATIC INC CL A | 0.40% | |
| INTL BUS MACH CORP | 0.30% | |
| ORACLE CORP JPN | 0.24% |
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