ETF Holdings Overlap
Quanto hanno in comune due fondi? Sovrapposizione ponderata, posizioni condivise e ciò che è esclusivo di ciascuno.
Posizioni Condivise più Grandi
| Posizione | CLOD | QQQ | Difference |
|---|
| MSFT Microsoft Corp |
5.34% | 5.93% |
-0.59% |
| AMZN Amazon.com Inc |
4.12% | 4.23% |
-0.10% |
| GOOGL Alphabet Inc |
3.71% | 3.08% |
+0.63% |
| PANW Palo Alto Networks Inc |
5.01% | 1.41% |
+3.60% |
| CRWD Crowdstrike Holdings Inc |
5.51% | 1.16% |
+4.35% |
| FTNT Fortinet Inc |
4.00% | 0.59% |
+3.41% |
| DDOG Datadog Inc |
3.14% | 0.40% |
+2.73% |
| SNPS Synopsys Inc |
3.25% | 0.40% |
+2.84% |
| CDNS Cadence Design Systems Inc |
3.27% | 0.40% |
+2.86% |
| ADBE Adobe Inc |
3.24% | 0.40% |
+2.84% |
| MELI MercadoLibre Inc |
2.99% | 0.39% |
+2.59% |
| APP AppLovin Corp |
2.04% | 0.35% |
+1.69% |
| INTU Intuit Inc |
2.68% | 0.34% |
+2.34% |
| MSTR Strategy Inc |
1.68% | 0.23% |
+1.45% |
| NBIS Nebius Group NV |
1.53% | 0.22% |
+1.31% |
| ADSK Autodesk Inc |
1.68% | 0.20% |
+1.48% |
| CRWV CoreWeave Inc |
0.84% | 0.16% |
+0.69% |
| PAYX Paychex Inc |
1.10% | 0.15% |
+0.95% |
| WDAY Workday Inc |
1.23% | 0.15% |
+1.08% |
Biggest Weighting Differences
| Posizione | CLOD | QQQ | Δ |
|---|
| CRWD |
5.51% | 1.16% |
+4.35% |
| PANW |
5.01% | 1.41% |
+3.60% |
| FTNT |
4.00% | 0.59% |
+3.41% |
| CDNS |
3.27% | 0.40% |
+2.86% |
| SNPS |
3.25% | 0.40% |
+2.84% |
| ADBE |
3.24% | 0.40% |
+2.84% |
| DDOG |
3.14% | 0.40% |
+2.73% |
| MELI |
2.99% | 0.39% |
+2.59% |
| INTU |
2.68% | 0.34% |
+2.34% |
| APP |
2.04% | 0.35% |
+1.69% |
| ADSK |
1.68% | 0.20% |
+1.48% |
| MSTR |
1.68% | 0.23% |
+1.45% |
Solo in CLOD
| CRM Salesforce Inc |
5.26% |
| SAP.DE SAP SE |
5.22% |
| NOW ServiceNow Inc |
4.88% |
| SNOW Snowflake Inc |
4.13% |
| ORCL Oracle Corp |
3.86% |
| NET Cloudflare Inc |
3.81% |
| PRX.AS Prosus NV |
1.64% |
| TWLO Twilio Inc |
1.37% |
| OKTA Okta Inc |
1.33% |
| TEAM Atlassian Corp |
1.09% |
| MDB MongoDB Inc |
1.01% |
| FFIV F5 Inc |
0.91% |
| ZM Zoom Communications Inc |
0.89% |
| VRSN VeriSign Inc |
0.80% |
| ZS Zscaler Inc |
0.78% |
Solo in QQQ
| NVDA NVIDIA Corp |
8.25% |
| AAPL Apple Inc |
7.34% |
| MU Micron Technology Inc |
4.79% |
| AMD Advanced Micro Devices Inc |
4.09% |
| META Meta Platforms Inc |
3.19% |
| TSLA Tesla Inc |
3.00% |
| SPCX Space Exploration… |
2.87% |
| GOOG Alphabet Inc |
2.87% |
| AVGO Broadcom Inc |
2.57% |
| INTC Intel Corp |
2.27% |
| WMT Walmart Inc |
2.23% |
| PLTR Palantir Technologies Inc |
1.98% |
| CSCO Cisco Systems Inc |
1.92% |
| COST Costco Wholesale Corp |
1.73% |
| AMAT Applied Materials Inc |
1.66% |
Solo strumento di ricerca: la sovrapposizione è una prospettiva sulla similarità, non un giudizio su quale fondo sia migliore.