Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
73.0%
% of ACES's 37 holdings also in QCLN
52.9%
% of QCLN's 54 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.7% | 12.8% | 7.7% |
|
ALBEMARLE CORP | 6.8% | 4.9% | 4.9% |
|
FIRST SOLAR INC | 4.6% | 7.2% | 4.6% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% | 5.4% | 3.8% |
|
ARCADIUM LITHIUM PLC | 6.6% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to QCLN
|
DARLING INTERNATIONAL INC | 5.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
NORTHLAND POWER INC | 4.6% |
|
ARCADIUM LITHIUM PLC | 3.5% |
|
ITRON INC | 3.1% |
|
BORALEX INC -CL 'A' | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.4% |
|
HANNON ARMSTRONG SUSTAINABLE | 2.1% |
|
ANDERSONS INC/THE | 1.9% |
ACES Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -7.1% |
|
ACUITY BRANDS INC | -5.5% |
|
TESLA MOTORS INC | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.0% |
|
UNIVERSAL DISPLAY CORP | -3.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.7% |
|
FIRST SOLAR INC | -2.6% |
|
ADVANCED ENERGY INDUSTRIES | -2.3% |
|
ENERSYS | -2.2% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.1% |