Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
15.2%
% of QCLN's 49 holdings also in RAYS
16.3%
% of RAYS's 44 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 | 8.8% | 7.8% | 7.8% |
|
ENPHASE ENERGY INC | 4.3% | 9.8% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 4.2% | 6.6% | 4.2% |
|
SUNRUN INC. | 1.1% | 3.2% | 1.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 0.5% | 1.4% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RAYS
|
RIVIAN AUTOMOTIVE INC-A | 9.1% |
|
TESLA MOTORS INC | 7.8% |
|
ON SEMICONDUCTOR CORPORATION | 6.9% |
|
LUCID GROUP, INC. | 5.0% |
|
ACUITY BRANDS INC | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.5% |
|
UNIVERSAL DISPLAY CORP | 3.5% |
|
ITRON INC | 3.4% |
|
ALBEMARLE CORP | 3.2% |
|
ORMAT TECHNOLOGIES INC | 3.2% |
QCLN Underweight Relative to RAYS
 |
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -10.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -7.1% |
|
ENPHASE ENERGY INC | -5.4% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
 |
HANWHA CHEMICAL CORP | -3.1% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -2.9% |
|
XINYI SOLAR HOLDINGS LTD | -2.6% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -2.4% |