Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
20.3%
% of PBW's 59 holdings also in TAN
37.5%
% of TAN's 32 holdings also in PBW
Overlap by Weight
Sector Drift (PBW minus TAN)
Overlapping Holdings
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| Company | Weight in PBW |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 1.7% | 9.4% | 1.7% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.7% | 3.4% | 1.7% |
|
ARRAY TECHNOLOGIES INC | 1.6% | 3.2% | 1.6% |
 |
CANADIAN SOLAR INC | 1.5% | 2.0% | 1.5% |
|
FIRST SOLAR INC | 1.5% | 9.3% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to TAN
|
AMPRIUS TECHNOLOGIES INC | 2.8% |
|
LANZATECH GLOBAL, INC. | 2.2% |
|
SOLID POWER, INC. CLASS A | 1.9% |
|
MP MATERIALS CORP CLASS A | 1.8% |
|
ENOVIX CORPORATION | 1.7% |
|
AMERESCO INC-CL A | 1.7% |
|
ENERGY VAULT HOLDINGS, INC. | 1.6% |
 |
STANDARD LITHIUM LTD. | 1.6% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.6% |
|
JOBY AVIATION, INC. | 1.6% |
PBW Underweight Relative to TAN
|
FIRST SOLAR INC | -7.8% |
|
NEXTRACKER, INC. CLASS A | -7.7% |
|
ENPHASE ENERGY INC | -7.6% |
|
GCL POLY ENERGY HOLDINGS LTD | -5.5% |
|
XINYI SOLAR HOLDINGS LTD | -4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.7% |
 |
NEOEN S.A. | -3.6% |
|
SUNRUN INC. | -3.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.9% |