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
16.3%
% of ICLN's 98 holdings also in ACES
34.2%
% of ACES's 38 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus ACES)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.3% | 5.0% | 5.0% |
|
ENPHASE ENERGY INC | 5.2% | 4.8% | 4.8% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 5.8% | 3.4% |
|
ORMAT TECHNOLOGIES INC | 2.0% | 4.3% | 2.0% |
 |
NORTHLAND POWER INC | 1.4% | 4.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to ACES
 |
IBERDROLA SA | 6.6% |
 |
SSE PLC | 5.8% |
 |
SUZLON ENERGY LIMITED | 4.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
FIRST SOLAR INC | 3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.6% |
|
DONG ENERGY A/S | 2.5% |
ICLN Underweight Relative to ACES
|
ARCADIUM LITHIUM PLC | -5.5% |
|
RIVIAN AUTOMOTIVE INC-A | -5.5% |
|
TESLA MOTORS INC | -5.2% |
|
DARLING INTERNATIONAL INC | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.8% |
|
LUCID GROUP, INC. | -4.7% |
|
ITRON INC | -4.6% |
|
ALBEMARLE CORP | -4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.1% |
|
NORTHLAND POWER INC | -2.9% |