Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
26.0%
% of FRNW's 66 holdings also in QCLN
25.5%
% of QCLN's 54 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus QCLN)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.0% | 7.2% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 4.2% | 3.6% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 2.7% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 3.0% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% | 2.7% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to QCLN
|
GE VERONA | 5.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
 |
NEOEN S.A. | 2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
FRNW Underweight Relative to QCLN
|
TESLA MOTORS INC | -12.8% |
|
ON SEMICONDUCTOR CORPORATION | -7.1% |
|
ACUITY BRANDS INC | -5.5% |
|
RIVIAN AUTOMOTIVE INC-A | -5.4% |
|
ALBEMARLE CORP | -4.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.0% |
|
UNIVERSAL DISPLAY CORP | -3.6% |
|
FIRST SOLAR INC | -3.2% |
|
ARCADIUM LITHIUM PLC | -3.2% |
|
ITRON INC | -2.9% |