Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
52.9%
% of QCLN's 54 holdings also in ACES
73.0%
% of ACES's 37 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus ACES)
Overlapping Holdings
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Company | Weight in QCLN |
Weight in ACES |
Overlap | |
---|---|---|---|---|
TESLA MOTORS INC | 12.8% | 7.7% | 7.7% | |
ALBEMARLE CORP | 4.9% | 6.8% | 4.9% | |
FIRST SOLAR INC | 7.2% | 4.6% | 4.6% | |
RIVIAN AUTOMOTIVE INC-A | 5.4% | 3.8% | 3.8% | |
ARCADIUM LITHIUM PLC | 3.2% | 6.6% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to ACES
ON SEMICONDUCTOR CORPORATION | 7.1% | |
ACUITY BRANDS INC | 5.5% | |
TESLA MOTORS INC | 5.2% | |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% | |
UNIVERSAL DISPLAY CORP | 3.6% | |
BLOOM ENERGY CORPORATION CLASS A | 2.7% | |
FIRST SOLAR INC | 2.6% | |
ADVANCED ENERGY INDUSTRIES | 2.3% | |
ENERSYS | 2.2% | |
ALLEGRO MICROSYSTEMS, INC. | 2.1% |
QCLN Underweight Relative to ACES
DARLING INTERNATIONAL INC | -5.9% | |
BROOKFIELD RENEWABLE PARTNERS LP | -5.2% | |
NORTHLAND POWER INC | -4.6% | |
ARCADIUM LITHIUM PLC | -3.5% | |
ITRON INC | -3.1% | |
BORALEX INC -CL 'A' | -2.8% | |
ORMAT TECHNOLOGIES INC | -2.8% | |
NEXTRACKER, INC. CLASS A | -2.4% | |
HANNON ARMSTRONG SUSTAINABLE | -2.1% | |
ANDERSONS INC/THE | -1.9% |