Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SPAM vs CLOU
Shared holdings
5
SPAM covered by CLOU
15.96%
CLOU covered by SPAM
15.96%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SPAM (March 31, 2026)
| Security | Weight | |
|---|---|---|
| PALO ALTO NETWORKS INC | 7.91% | |
| AKAMAI TECHNOLOGIES INC | 6.51% | |
| Nebius Group NV, Class A | 5.42% | |
| FORTINET INC | 5.10% | |
| COREWEAVE INC | 5.03% | |
| CACI INTL-A | 4.84% | |
| CLEAR SECURE INC | 4.72% | |
| NEXTDC LTD | 4.60% | |
| FASTLY INC CL A | 4.49% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 4.34% | |
| OKTA INC CL A | 4.18% | |
| SENTINELONE INC | 4.17% | |
| CROWDSTRIKE HOLDINGS INC | 4.07% | |
| TREND MICRO INC | 4.03% | |
| CHECK POINT SOFTWARE TECHS LTD | 3.77% | |
| QUALYS INC | 3.32% | |
| ZSCALER INC | 3.05% | |
| NETCOMPANY GROUP AS | 2.84% | |
| VARONIS SYSTEMS INC | 2.70% | |
| ALARM.COM HOLDINGS INC | 2.26% | |
| TENABLE HOLDINGS INC | 2.20% | |
| BLACKBERRY LTD | 2.08% | |
| A10 NETWORKS INC | 1.76% | |
| VNET Group Incorporation DEPOSITARY RECEIPT | 1.06% | |
| RADWARE LTD | 1.02% | |
| SAILPOINT INC | 0.80% | |
| NETSKOPE INC-A | 0.76% | |
| GB GROUP PLC COMMON STOCK GBP.025 | 0.72% | |
| SUNEVISION HLDGS | 0.47% | |
| Digital Arts, Inc | 0.43% | |
| RAPID7 INC | 0.39% | |
| ONESPAN INC | 0.38% | |
| BTQ TECHNOLOGIES CORP | 0.28% | |
| QORIA LTD | 0.21% | |
| FIRST AM-TR OB-X | 0.10% |
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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