Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
37.0%
% of QCLN's 49 holdings also in RNEW
43.6%
% of RNEW's 43 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus RNEW)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
RIVIAN AUTOMOTIVE INC-A | 8.7% | 4.9% | 4.9% |
|
ENPHASE ENERGY INC | 4.5% | 4.7% | 4.5% |
|
LUCID GROUP, INC. | 4.4% | 4.0% | 4.0% |
|
FIRST SOLAR INC | 7.9% | 3.6% | 3.6% |
|
TESLA MOTORS INC | 7.6% | 3.5% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RNEW
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
ACUITY BRANDS INC | 5.1% |
|
FIRST SOLAR INC | 4.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.2% |
|
TESLA MOTORS INC | 4.1% |
|
NEXTRACKER, INC. CLASS A | 4.1% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
ALBEMARLE CORP | 4.0% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.0% |
QCLN Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.3% |
|
CHENIERE ENERGY PARTNERS LP | -6.2% |
|
WASTE MANAGEMENT INC | -5.9% |
|
CHENIERE ENERGY INC | -5.9% |
|
ECOLAB INC | -5.6% |
|
DONALDSON CO INC | -4.6% |
|
CLEAN HARBORS INC | -4.5% |
|
QUANTA SERVICES INC | -4.2% |
|
CASELLA WASTE SYSTEMS INC-A | -4.0% |
|
BORGWARNER INC | -3.5% |