Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CLOU vs AGIX
Shared holdings
10
CLOU covered by AGIX
16.14%
AGIX covered by CLOU
16.14%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
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% |
AGIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| US ULTRA BOND CBT Sep25 | 6.33% | |
| NVIDIA CORP | 5.29% | |
| MICROSOFT CORP | 4.04% | |
| META PLATFORMS INC CL A | 3.69% | |
| ALPHABET INC CL A | 3.40% | |
| APPLE INC COMMON STOCK | 3.33% | |
| BROADCOM INC | 3.13% | |
| TSMC | 2.90% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 2.83% | |
| TESLA INC | 2.30% | |
| PALANTIR TECHNOLOGIES INC | 2.12% | |
| NETFLIX INC | 2.09% | |
| ORACLE CORP | 2.01% | |
| CLOUDFLARE INC-A | 1.96% | |
| SERVICENOW INC | 1.95% | |
| Yandex NV | 1.94% | |
| NEXTERA ENERGY INC | 1.80% | |
| SHOPIFY INC CL A | 1.75% | |
| VERTIV HOLDINGS CO | 1.74% | |
| SK HYNIX INC | 1.73% | |
| FLEX LTD | 1.70% | |
| SALESFORCE INC | 1.69% | |
| SAMSUNG ELECTRONICS CO LTD | 1.69% | |
| CIENA CORP | 1.68% | |
| DATADOG INC CL A | 1.58% | |
| Common Stock | 1.54% | |
| CONSTELLATION ENERGY CORP | 1.52% | |
| ASML Holding NV | 1.52% | |
| TWILIO INC CLASS A | 1.51% | |
| Common Stock | 1.49% | |
| COREWEAVE INC | 1.44% | |
| SNOWFLAKE INC CL A | 1.42% | |
| TERAWULF INC | 1.42% | |
| SAMSARA INC-CL A | 1.41% | |
| CIRCLE INTERNET GROUP INC A | 1.37% | |
| ARISTA NETWORKS INC COMMON STOCK | 1.31% | |
| SAP SE | 1.30% | |
| SYNOPSYS INC | 1.28% | |
| ROBLOX CORP - A | 1.20% | |
| ASTERA LABS INC | 1.19% | |
| RIOT PLATFORMS INC | 1.17% | |
| HUT 8 CORP | 1.16% | |
| MICRON TECHNOLOGY INC | 1.11% | |
| TEMPUS AI INC-A | 1.04% | |
| PURE STORAGE INC CL A | 1.00% | |
| APPLIED DIGITAL CORP COMMON STOCK | 0.95% | |
| DUOLINGO INC | 0.89% | |
| TE CONNECTIVITY | 0.88% | |
| MEDIATEK | 0.87% | |
| REDDIT INC-A | 0.86% |
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