Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
37.3%
% of QCLN's 54 holdings also in CNRG
44.2%
% of CNRG's 43 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 12.8% | 4.1% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% | 4.3% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.7% | 3.3% | 2.7% |
|
FIRST SOLAR INC | 7.2% | 2.0% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 3.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to CNRG
|
TESLA MOTORS INC | 8.8% |
|
ON SEMICONDUCTOR CORPORATION | 7.1% |
|
ACUITY BRANDS INC | 5.5% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% |
|
FIRST SOLAR INC | 5.2% |
|
ALBEMARLE CORP | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
UNIVERSAL DISPLAY CORP | 3.6% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
ITRON INC | 2.9% |
QCLN Underweight Relative to CNRG
|
GE VERONA | -5.8% |
|
GENERAC HOLDINGS INC | -4.0% |
|
ARCOSA INC | -3.7% |
|
NEXTERA ENERGY GROUP | -3.3% |
|
CONSTELLATION ENERGY CORPORATION | -3.2% |
|
AVANGRID, INC. | -3.2% |
|
ALLETE INC | -3.2% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -3.1% |
|
CUMMINS INC | -3.0% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |