Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
28.0%
% of QCLN's 53 holdings also in FRNW
28.6%
% of FRNW's 61 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus FRNW)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.9% | 4.3% | 4.3% |
|
ENPHASE ENERGY INC | 3.9% | 3.6% | 3.6% |
|
NEXTRACKER, INC. CLASS A | 3.5% | 2.9% | 2.9% |
|
ITRON INC | 2.7% | 2.6% | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.2% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to FRNW
|
TESLA MOTORS INC | 9.5% |
|
RIVIAN AUTOMOTIVE INC-A | 7.8% |
|
ON SEMICONDUCTOR CORPORATION | 6.3% |
|
ALBEMARLE CORP | 5.6% |
|
LUCID GROUP, INC. | 5.3% |
|
ACUITY BRANDS INC | 4.0% |
|
UNIVERSAL DISPLAY CORP | 3.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
FIRST SOLAR INC | 3.6% |
|
ADVANCED ENERGY INDUSTRIES | 2.6% |
QCLN Underweight Relative to FRNW
|
GE VERONA | -4.6% |
 |
VESTAS WIND SYSTEMS A/S | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
|
DONG ENERGY A/S | -3.2% |
 |
VERBUND AG | -2.9% |
 |
MERIDIAN ENERGY LTD | -2.5% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.4% |
 |
NEOEN S.A. | -2.3% |
 |
CHINA LONGYUAN POWER GROUP-H | -2.3% |
 |
EDP RENOVAVEIS SA | -2.2% |