Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CLOU vs DUNK
Shared holdings
5
CLOU covered by DUNK
14.50%
DUNK covered by CLOU
14.50%
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% |
DUNK (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| SERVICENOW INC | 9.60% | |
| AMAZON.COM INC | 9.20% | |
| NVIDIA CORP | 8.98% | |
| MICROSOFT CORP | 8.05% | |
| SNOWFLAKE INC CL A | 7.73% | |
| DATADOG INC CL A | 5.03% | |
| DOORDASH INC-A | 5.01% | |
| VISA INC-CLASS A | 4.93% | |
| UBER TECHNOLOGIES INC | 4.93% | |
| SPOTIFY TECHNOLOGY SA | 4.82% | |
| ADOBE INC | 4.79% | |
| META PLATFORMS INC CL A | 4.74% | |
| SHOPIFY INC CL A | 4.72% | |
| ALPHABET INC CL A | 4.67% | |
| LILLY ELI and CO | 4.64% | |
| BROADCOM INC | 4.10% | |
| MASTERCARD INC CL A | 3.06% | |
| VIKING THERAPEUTICS INC | 0.45% | |
| FRST AM-GV OB-X | 0.29% | |
| EOG RESOURCES INC | 0.21% | |
| GENERAL ELECTRIC CO | 0.06% |
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