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CLOU vs WCLD

Shared holdings
18
CLOU covered by WCLD
28.53%
WCLD covered by CLOU
28.53%

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)

SecurityWeight
AKAMAI TECHNOLOGIES INC6.68%
DIGITALOCEAN HOLDINGS INC5.43%
DIGITAL REALTY TRUST INC5.21%
TWILIO INC CLASS A4.70%
ZOOM VIDEO COMMUNICATIONS INC CL A4.45%
DROPBOX INC CL A4.32%
SALESFORCE INC4.03%
SHOPIFY INC CL A3.83%
PAYCOM SOFTWARE INC3.80%
BOX INC- CLASS A3.63%
PROCORE TECHNOLOGIES INC3.45%
WORKIVA INC3.41%
HUBSPOT INC3.32%
SNOWFLAKE INC CL A3.15%
QUALYS INC3.11%
SERVICENOW INC3.11%
VNET Group Incorporation DEPOSITARY RECEIPT3.02%
FASTLY INC CL A2.99%
WORKDAY INC CL A2.95%
Wix.com Ltd2.56%
ALPHABET INC CL A2.46%
SINCH AB2.30%
ZSCALER INC2.29%
SPS COMMERCE INC2.26%
PUT Amazon.com, Inc. 01/02/2026 P2052.14%
FRESHWORKS INC CL A1.98%
MICROSOFT CORP1.95%
FIVE9 INC1.43%
C3.AI INC-A1.13%
MONEY MARKET FUND1.12%
YEXT INC0.74%
HEALTHSTREAM INC0.67%
ORACLE CORP0.56%
ALIBABA GROUP HOLDING LTD SPON ADR0.46%
KINGSOFT CLOUD HOLDINGS LTD ADR0.42%
PUBMATIC INC CL A0.40%
INTL BUS MACH CORP0.30%
ORACLE CORP JPN0.24%

WCLD (March 31, 2026)

SecurityWeight
FASTLY INC CL A2.50%
BRAZE INC-A2.13%
DIGITALOCEAN HOLDINGS INC2.09%
WIX.COM LTD2.08%
JFROG LTD1.93%
SAMSARA INC-CL A1.83%
INTAPP INC1.82%
CLOUDFLARE INC-A1.81%
KLAVIYO INC-A1.75%
TWILIO INC CLASS A1.73%
PROCORE TECHNOLOGIES INC1.69%
PALANTIR TECHNOLOGIES INC1.68%
FRESHWORKS INC CL A1.67%
PALO ALTO NETWORKS INC1.67%
SPRINKLR INC-A1.66%
PAYCOM SOFTWARE INC1.65%
DOCUSIGN INC1.65%
OKTA INC CL A1.65%
CELLEBRITE DI LTD1.63%
HUBSPOT INC1.62%
DYNATRACE INC1.62%
UIPATH INC -CL A1.60%
BLACKLINE INC1.59%
PAYLOCITY HOLDING CORP1.59%
DATADOG INC CL A1.59%
CROWDSTRIKE HOLDINGS INC1.56%
SALESFORCE INC1.56%
SERVICENOW INC1.56%
SENTINELONE INC1.54%
TOAST INC-A1.52%
RUBRIK INC-A1.52%
ZETA GLOBAL HOLDINGS CORP1.51%
VEEVA SYSTEMS-A1.51%
WORKIVA INC1.50%
NCINO INC1.49%
SPS COMMERCE INC1.49%
NUTANIX INC CL A1.48%
SERVICETITAN INC-A1.48%
QUALYS INC1.48%
PAGERDUTY INC1.46%
RINGCENTRAL INC CL A1.46%
SHOPIFY INC CL A1.46%
WORKDAY INC CL A1.46%
ADOBE INC1.45%
SAILPOINT INC1.45%
Q2 HOLDINGS INC1.44%
APPFOLIO INC - A1.43%
ALKAMI TECHNOLOGY INC1.43%
MONDAY.COM LTD1.41%
AGILYSYS INC1.40%

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