AIQ vs SKYY overlap - what they share and where they differ

AIQ and SKYY share 24.4% of their weight across 20 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AIQ and SKYY

24.4%

20 shared positions

AIQ

Global X Artificial Intelligence & Technology ETF

Reported positions cover 100% of the fund, 84 positions · May 31, 2026

Top 10: 42.7%·Holdings of AIQ

SKYY

First Trust Cloud Computing ETF

Reported positions cover 100% of the fund, 63 positions · Jun 30, 2026

Top 10: 36.2%·Holdings of SKYY

Reported positions cover AIQ 100%, SKYY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SKYY vs AIQ side by side

AIQGlobal X Artificial Intelligence & Technology ETF

84

stock positions reported to the SEC

73.4% of its weight is in 64 names SKYY does not hold

SKYYFirst Trust Cloud Computing ETF

63

stock positions reported to the SEC

60.7% of its weight is in 43 names AIQ does not hold

Where each fund's weight sits

AIQ
SKYY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
74.6%
93.6%
Consumer Cyclical
5.0%
3.5%
Communication Services
2.7%
2.3%
Industrials
0.4%
0.0%
Healthcare
0.2%
0.0%

The widest gap is Technology: SKYY has 19.0 points more of it.

The figures side by side

AIQSKYY
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported8463
Weight of the ten largest42.7%36.2%
Largest positionSKHY 7.1%ANET 4.2%
Held alone64 positions, 73.4%43 positions, 60.7%
Covered by stock positions100%100%

Holdings they share

StockIn AIQIn SKYYCounted
AMZNAMAZON.COM, INC.2.73%3.45%2.73%
GOOGLALPHABET INC.2.72%3.68%2.72%
CSCOCISCO SYSTEMS, INC.3.82%2.55%2.55%
ORCLORACLE CORPORATION2.99%2.55%2.55%
MSFTMICROSOFT CORPORATION2.36%3.25%2.36%
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION2.03%3.70%2.03%
APPAPPLOVIN CORPORATION1.38%1.65%1.38%
CRMSALESFORCE, INC.1.31%1.61%1.31%
SAPSAP SE1.51%1.11%1.11%
SHOPSHOPIFY INC.1.06%1.89%1.06%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AIQ

SKHYSK hynix Inc.7.11%
MUMICRON TECHNOLOGY, INC.5.77%
AMDADVANCED MICRO DEVICES, INC.4.80%
SAMSUNG ELECTRONICS CO., LTD.4.79%
INTCINTEL CORPORATION4.18%
AVGOBROADCOM INC.3.24%
TSMTaiwan Semiconductor Manufacturing Company Limited3.02%
AAPLAPPLE INC.2.97%
NVDANVIDIA CORPORATION2.70%
NFLXNETFLIX, INC.2.43%

Only in SKYY

ANETARISTA NETWORKS INC4.18%
DOCNDIGITALOCEAN HOLDINGS INC3.95%
PEVERPURE INC3.89%
NTNXNUTANIX INC3.84%
MDBMONGODB INC3.27%
NETCLOUDFLARE INC2.65%
LUMNLUMEN TECHNOLOGIES INC2.28%
AKAMAKAMAI TECHNOLOGIES INC2.07%
DELLDELL TECHNOLOGIES INC2.01%
RBRKRUBRIK INC2.00%

Questions people ask

Is AIQ the same as SKYY?

24.4% of their weight sits in the same 20 holdings. AIQ also reports SKHY, MU, AMD, which the other does not. SKYY also reports ANET, DOCN, P, which the other does not.

How is the overlap between AIQ and SKYY measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AIQ and 100% of SKYY, so the number cannot exceed the smaller coverage.

Which holds more, SKYY or AIQ?

AIQ reports 84 stock positions and SKYY reports 63. 73.4% of AIQ's weight sits in names SKYY does not hold, and 60.7% of SKYY's weight in names AIQ does not hold. The ten largest positions are 42.7% of AIQ and 36.2% of SKYY.

How do AIQ and SKYY differ by sector?

The widest gap is Technology: SKYY has 19.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.