Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
15.7%
% of QCLN's 54 holdings also in RAYS
16.3%
% of RAYS's 49 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus RAYS)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.2% | 8.4% | 7.2% |
|
ENPHASE ENERGY INC | 4.2% | 4.5% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 3.0% | 5.7% | 3.0% |
|
SUNRUN INC. | 1.2% | 2.5% | 1.2% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 0.4% | 1.2% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RAYS
|
TESLA MOTORS INC | 12.8% |
|
ON SEMICONDUCTOR CORPORATION | 7.1% |
|
ACUITY BRANDS INC | 5.5% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% |
|
ALBEMARLE CORP | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
UNIVERSAL DISPLAY CORP | 3.6% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
ITRON INC | 2.9% |
|
LUCID GROUP, INC. | 2.7% |
QCLN Underweight Relative to RAYS
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | -10.3% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.7% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -7.0% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.7% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.9% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.6% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -3.0% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.9% |
|
NEXTRACKER, INC. CLASS A | -2.7% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.6% |