Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
27.7%
% of ICLN's 100 holdings also in RAYS
46.9%
% of RAYS's 49 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RAYS)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.7% | 8.4% | 7.7% |
|
ENPHASE ENERGY INC | 4.3% | 4.5% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 5.7% | 2.8% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS A | 1.0% | 10.3% | 1.0% |
|
SUNRUN INC. | 0.9% | 2.5% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RAYS
 |
IBERDROLA SA | 6.4% |
 |
SSE PLC | 6.2% |
 |
VESTAS WIND SYSTEMS A/S | 4.6% |
 |
SUZLON ENERGY LIMITED | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.0% |
 |
CHUBU ELECTRIC POWER CO INC | 4.0% |
|
CHINA YANGTZE POWER CO LTD-A | 3.9% |
|
DONG ENERGY A/S | 3.2% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.1% |
|
ORMAT TECHNOLOGIES INC | 2.3% |
ICLN Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.3% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -7.9% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -7.0% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.5% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.6% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.6% |
|
NEXTRACKER, INC. CLASS A | -2.9% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.9% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.7% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.6% |