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
18.6%
% of ICLN's 97 holdings also in ACES
36.1%
% of ACES's 36 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 | 5.4% | 4.9% | 4.9% |
|
ENPHASE ENERGY INC | 4.3% | 4.5% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 5.1% | 3.5% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 5.4% | 2.5% |
 |
NORTHLAND POWER INC | 1.6% | 5.2% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to ACES
 |
IBERDROLA SA | 7.6% |
 |
SSE PLC | 6.8% |
 |
VESTAS WIND SYSTEMS A/S | 5.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.8% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.5% |
 |
CHUBU ELECTRIC POWER CO INC | 3.4% |
|
DONG ENERGY A/S | 3.3% |
 |
SUZLON ENERGY LIMITED | 3.2% |
|
CENTRAIS ELETRICAS BRASILIER | 3.0% |
ICLN Underweight Relative to ACES
|
RIVIAN AUTOMOTIVE INC-A | -5.5% |
|
LUCID GROUP, INC. | -5.5% |
|
ITRON INC | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
DARLING INTERNATIONAL INC | -5.1% |
|
TESLA MOTORS INC | -4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.3% |
|
ALBEMARLE CORP | -3.7% |
|
NORTHLAND POWER INC | -3.6% |
|
BORALEX INC -CL 'A' | -3.3% |