Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
62.7%
% of QCLN's 54 holdings also in PBW
53.3%
% of PBW's 60 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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.0% | 3.3% | 3.0% |
|
ARCADIUM LITHIUM PLC | 2.8% | 3.0% | 2.8% |
|
TESLA MOTORS INC | 15.8% | 2.7% | 2.7% |
|
RIVIAN AUTOMOTIVE INC-A | 6.9% | 1.8% | 1.8% |
|
ALBEMARLE CORP | 4.3% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to PBW
|
TESLA MOTORS INC | 13.1% |
|
ON SEMICONDUCTOR CORPORATION | 6.6% |
|
FIRST SOLAR INC | 5.5% |
|
RIVIAN AUTOMOTIVE INC-A | 5.1% |
|
ACUITY BRANDS INC | 4.8% |
|
ENPHASE ENERGY INC | 3.8% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.5% |
|
LUCID GROUP, INC. | 3.2% |
|
ALBEMARLE CORP | 2.6% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.2% |
QCLN Underweight Relative to PBW
|
ARCHER AVIATION INC CLASS A | -3.8% |
|
MYR GROUP INC/DELAWARE | -2.3% |
 |
JINKOSOLAR HOLDING CO-ADR | -2.2% |
|
JOBY AVIATION, INC. | -2.1% |
|
HYLIION HOLDINGS CORP. CLASS A | -2.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | -1.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -1.9% |
|
LITHIUM AMERICAS (ARGENTINA) CORP. | -1.9% |
|
EVGO, INC. CLASS A | -1.7% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -1.7% |