Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
12.9%
% of ICLN's 97 holdings also in RNEW
23.7%
% of RNEW's 42 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RNEW)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 4.3% | 4.1% | 4.1% |
|
FIRST SOLAR INC | 5.4% | 3.8% | 3.8% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 2.6% | 2.5% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.5% | 1.4% | 1.4% |
|
SUNRUN INC. | 0.7% | 0.9% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNEW
 |
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% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.5% |
 |
CHUBU ELECTRIC POWER CO INC | 3.4% |
|
DONG ENERGY A/S | 3.3% |
 |
SUZLON ENERGY LIMITED | 3.2% |
ICLN Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.7% |
|
CHENIERE ENERGY INC | -6.2% |
|
WASTE MANAGEMENT INC | -6.2% |
|
CHENIERE ENERGY PARTNERS LP | -6.0% |
|
ECOLAB INC | -5.5% |
|
CLEAN HARBORS INC | -4.8% |
|
RIVIAN AUTOMOTIVE INC-A | -4.7% |
|
QUANTA SERVICES INC | -4.6% |
|
DONALDSON CO INC | -4.4% |
|
CASELLA WASTE SYSTEMS INC-A | -4.4% |