Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
39.2%
% of QCLN's 54 holdings also in RNEW
47.6%
% of RNEW's 45 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 12.8% | 9.4% | 9.4% |
|
RIVIAN AUTOMOTIVE INC-A | 5.4% | 4.5% | 4.5% |
|
FIRST SOLAR INC | 7.2% | 3.3% | 3.3% |
|
ITRON INC | 2.9% | 2.9% | 2.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RNEW
|
ON SEMICONDUCTOR CORPORATION | 7.1% |
|
ACUITY BRANDS INC | 5.5% |
|
ALBEMARLE CORP | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
FIRST SOLAR INC | 3.9% |
|
UNIVERSAL DISPLAY CORP | 3.6% |
|
TESLA MOTORS INC | 3.4% |
|
ARCADIUM LITHIUM PLC | 3.2% |
|
NEXTRACKER, INC. CLASS A | 3.0% |
|
ADVANCED ENERGY INDUSTRIES | 2.3% |
QCLN Underweight Relative to RNEW
|
CHENIERE ENERGY INC | -7.0% |
|
QUANTA SERVICES INC | -6.1% |
|
CLEAN HARBORS INC | -5.8% |
|
REPUBLIC SERVICES INC | -5.8% |
|
WASTE MANAGEMENT INC | -5.7% |
|
ECOLAB INC | -5.3% |
|
DONALDSON CO INC | -5.0% |
|
BORGWARNER INC | -4.3% |
|
CASELLA WASTE SYSTEMS INC-A | -3.3% |
|
IDACORP INC | -3.2% |