Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
12.5%
% of ICLN's 98 holdings also in RNEW
25.6%
% of RNEW's 43 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.3% | 5.0% | 5.0% |
|
ENPHASE ENERGY INC | 5.2% | 4.7% | 4.7% |
|
ORMAT TECHNOLOGIES INC | 2.0% | 2.1% | 2.0% |
|
PLUG POWER INC | 1.4% | 1.4% | 1.4% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.2% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNEW
 |
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% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
FIRST SOLAR INC | 3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.6% |
ICLN Underweight Relative to RNEW
|
CHENIERE ENERGY INC | -5.4% |
|
REPUBLIC SERVICES INC | -5.1% |
|
RIVIAN AUTOMOTIVE INC-A | -5.0% |
|
CHENIERE ENERGY PARTNERS LP | -5.0% |
|
WASTE MANAGEMENT INC | -5.0% |
|
TESLA MOTORS INC | -4.9% |
|
LUCID GROUP, INC. | -4.8% |
|
QUANTA SERVICES INC | -4.8% |
|
CLEAN HARBORS INC | -4.8% |
|
ECOLAB INC | -4.8% |