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
58.7%
% of QCLN's 49 holdings also in PBW
46.6%
% of PBW's 58 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus PBW)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
MP MATERIALS CORP CLASS A | 2.8% | 3.0% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 4.1% | 2.3% | 2.3% |
|
ORMAT TECHNOLOGIES INC | 2.8% | 1.9% | 1.9% |
|
UNIVERSAL DISPLAY CORP | 4.0% | 1.8% | 1.8% |
|
ITRON INC | 3.1% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to PBW
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
RIVIAN AUTOMOTIVE INC-A | 7.1% |
|
FIRST SOLAR INC | 6.6% |
|
TESLA MOTORS INC | 6.4% |
|
ACUITY BRANDS INC | 5.1% |
|
LUCID GROUP, INC. | 4.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.2% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.0% |
|
ENPHASE ENERGY INC | 3.0% |
|
ALBEMARLE CORP | 2.5% |
QCLN Underweight Relative to PBW
 |
XPENG, INC. ADR SPONSORED CLASS A | -2.9% |
|
AMPRIUS TECHNOLOGIES INC | -2.8% |
|
ALTUS POWER, INC. CLASS A | -2.6% |
|
PREFORMED LINE PRODUCTS CO | -2.1% |
|
ESCO TECHNOLOGIES INC | -2.1% |
|
CORTEVA INC | -1.9% |
|
MONOLITHIC POWER SYSTEMS INC | -1.8% |
|
DARLING INTERNATIONAL INC | -1.7% |
|
REX STORES CORP | -1.7% |
|
ARRAY TECHNOLOGIES INC | -1.7% |