Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CLOU vs SKYY
Shared holdings
22
CLOU covered by SKYY
31.19%
SKYY covered by CLOU
31.19%
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% |
SKYY (March 31, 2026)
| Security | Weight | |
|---|---|---|
| DIGITALOCEAN HOLDINGS INC | 3.84% | |
| ORACLE CORP | 3.75% | |
| INTL BUS MACH CORP | 3.74% | |
| NUTANIX INC CL A | 3.68% | |
| AMAZON.COM INC | 3.67% | |
| MICROSOFT CORP | 3.49% | |
| ALPHABET INC CL A | 3.42% | |
| ARISTA NETWORKS INC | 3.41% | |
| PURE STORAGE INC CL A | 3.40% | |
| LUMEN TECHNOLOGIES INC | 3.02% | |
| COREWEAVE INC | 3.00% | |
| CLOUDFLARE INC-A | 2.96% | |
| AKAMAI TECHNOLOGIES INC | 2.88% | |
| FASTLY INC CL A | 2.81% | |
| CISCO SYSTEMS INC | 2.41% | |
| MONGODB INC CL A | 2.30% | |
| HEWLETT PACKARD ENTERPRISE CO | 2.05% | |
| DELL TECHNOLOGIES INC CL C | 2.05% | |
| TWILIO INC CLASS A | 1.93% | |
| NETAPP INC | 1.91% | |
| SHOPIFY INC CL A | 1.82% | |
| WORKIVA INC | 1.79% | |
| SERVICENOW INC | 1.79% | |
| SALESFORCE INC | 1.77% | |
| RUBRIK INC-A | 1.75% | |
| ADOBE INC | 1.72% | |
| HUBSPOT INC | 1.71% | |
| APPLOVIN CORP | 1.70% | |
| ATLASSIAN CORP PLC CLS A | 1.68% | |
| SERVICETITAN INC-A | 1.62% | |
| WIX.COM LTD | 1.58% | |
| GITLAB INC-CL A | 1.52% | |
| RINGCENTRAL INC CL A | 1.51% | |
| SAP SE | 1.05% | |
| FIVE9 INC | 0.80% | |
| APPIAN CORP CL A | 0.71% | |
| KLAVIYO INC-A | 0.69% | |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.67% | |
| PALO ALTO NETWORKS INC | 0.66% | |
| INTUIT INC | 0.65% | |
| DATADOG INC CL A | 0.65% | |
| DOCUSIGN INC | 0.65% | |
| BLACKLINE INC | 0.65% | |
| CROWDSTRIKE HOLDINGS INC | 0.65% | |
| PAYLOCITY HOLDING CORP | 0.63% | |
| BOX INC- CLASS A | 0.62% | |
| Q2 HOLDINGS INC | 0.61% | |
| WORKDAY INC CL A | 0.60% | |
| TOAST INC-A | 0.60% | |
| PAYCOM SOFTWARE INC | 0.60% |
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