Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
19.6%
% of QCLN's 49 holdings also in TAN
30.0%
% of TAN's 30 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus TAN)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.9% | 9.9% | 7.9% |
|
ENPHASE ENERGY INC | 4.5% | 11.0% | 4.5% |
|
NEXTRACKER, INC. CLASS A | 4.1% | 9.6% | 4.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 2.3% | 4.7% | 2.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.6% | 3.8% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to TAN
|
RIVIAN AUTOMOTIVE INC-A | 8.7% |
|
TESLA MOTORS INC | 7.6% |
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
ACUITY BRANDS INC | 5.1% |
|
LUCID GROUP, INC. | 4.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.2% |
|
UNIVERSAL DISPLAY CORP | 4.0% |
|
ALBEMARLE CORP | 4.0% |
|
ITRON INC | 3.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% |
QCLN Underweight Relative to TAN
|
ENPHASE ENERGY INC | -6.4% |
 |
GCL POLY ENERGY HOLDINGS LTD | -6.4% |
|
NEXTRACKER, INC. CLASS A | -5.5% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
|
SUNRUN INC. | -2.9% |
|
JINKOSOLAR HOLDING CO-ADR | -2.8% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -2.5% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | -2.5% |