Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
37.0%
% of QCLN's 49 holdings also in CNRG
41.5%
% of CNRG's 41 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus CNRG)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 4.1% | 4.5% | 4.1% |
|
ENPHASE ENERGY INC | 4.5% | 3.2% | 3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% | 3.3% | 3.1% |
|
ORMAT TECHNOLOGIES INC | 2.8% | 3.4% | 2.8% |
|
FIRST SOLAR INC | 7.9% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to CNRG
|
RIVIAN AUTOMOTIVE INC-A | 8.7% |
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
TESLA MOTORS INC | 6.0% |
|
FIRST SOLAR INC | 5.4% |
|
ACUITY BRANDS INC | 5.1% |
|
LUCID GROUP, INC. | 4.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.2% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
ALBEMARLE CORP | 4.0% |
|
ITRON INC | 3.1% |
QCLN Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -4.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.9% |
|
ALLETE INC | -3.9% |
|
NEXTERA ENERGY GROUP | -3.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.6% |
|
AES CORP | -3.5% |
|
ARRAY TECHNOLOGIES INC | -3.4% |
|
GE VERONA | -3.4% |
|
CONSTELLATION ENERGY CORPORATION | -3.3% |
|
GENERAC HOLDINGS INC | -2.9% |