Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
72.2%
% of ACES's 36 holdings also in QCLN
56.5%
% of QCLN's 49 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus QCLN)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
RIVIAN AUTOMOTIVE INC-A | 5.7% | 8.7% | 5.7% |
|
TESLA MOTORS INC | 5.1% | 7.6% | 5.1% |
|
FIRST SOLAR INC | 4.7% | 7.9% | 4.7% |
|
ENPHASE ENERGY INC | 5.1% | 4.5% | 4.5% |
|
LUCID GROUP, INC. | 5.2% | 4.4% | 4.4% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to QCLN
 |
NORTHLAND POWER INC | 5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
|
DARLING INTERNATIONAL INC | 5.0% |
|
BORALEX INC -CL 'A' | 3.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.9% |
|
INNERGEX RENEWABLE ENERGY | 2.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 2.7% |
|
ANDERSONS INC/THE | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.3% |
|
ITRON INC | 2.0% |
ACES Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -7.3% |
|
ACUITY BRANDS INC | -5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.2% |
|
UNIVERSAL DISPLAY CORP | -4.0% |
|
FIRST SOLAR INC | -3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.1% |
|
RIVIAN AUTOMOTIVE INC-A | -3.0% |
|
ALLEGRO MICROSYSTEMS, INC. | -3.0% |
|
MP MATERIALS CORP CLASS A | -2.8% |
|
TESLA MOTORS INC | -2.5% |