Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
30.3%
% of CTEC's 35 holdings also in QCLN
20.0%
% of QCLN's 53 holdings also in CTEC
Overlap by Weight
Sector Drift (CTEC minus QCLN)
Overlapping Holdings
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| Company | Weight in CTEC |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.5% | 6.8% | 4.5% |
|
NEXTRACKER, INC. CLASS A | 8.8% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 4.2% | 3.9% | 3.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 10.5% | 3.4% | 3.4% |
|
PLUG POWER INC | 2.8% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
CTEC Overweight Relative to QCLN
|
BLOOM ENERGY CORPORATION CLASS A | 7.1% |
 |
XINYI SOLAR HOLDINGS LTD | 6.1% |
 |
NORDEX AG | 5.3% |
 |
CHINA EVERBRIGHT INTL LTD | 5.0% |
|
NEXTRACKER, INC. CLASS A | 4.8% |
 |
JOHNSON MATTHEY PLC | 4.6% |
|
QUANTUMSCAPE CORPORATION CLASS A | 4.5% |
 |
SIMPLO TECHNOLOGY CO LTD | 4.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.1% |
 |
SAMSUNG SDI CO LTD | 4.1% |
CTEC Underweight Relative to QCLN
|
TESLA MOTORS INC | -8.5% |
|
RIVIAN AUTOMOTIVE INC-A | -7.6% |
|
ON SEMICONDUCTOR CORPORATION | -6.6% |
|
LUCID GROUP, INC. | -5.6% |
|
ALBEMARLE CORP | -5.5% |
|
ACUITY BRANDS INC | -4.2% |
|
UNIVERSAL DISPLAY CORP | -4.1% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.9% |
|
ALLEGRO MICROSYSTEMS, INC. | -3.0% |
|
ADVANCED ENERGY INDUSTRIES | -2.9% |