Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
21.6%
% of QCLN's 54 holdings also in TAN
34.4%
% of TAN's 32 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 | 6.8% | 10.5% | 6.8% |
|
ENPHASE ENERGY INC | 4.7% | 8.1% | 4.7% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 8.1% | 2.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 1.8% | 3.9% | 1.8% |
|
SUNRUN INC. | 1.2% | 4.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to TAN
|
TESLA MOTORS INC | 15.8% |
|
RIVIAN AUTOMOTIVE INC-A | 6.9% |
|
ON SEMICONDUCTOR CORPORATION | 6.6% |
|
ACUITY BRANDS INC | 4.8% |
|
ALBEMARLE CORP | 4.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.5% |
|
UNIVERSAL DISPLAY CORP | 3.3% |
|
LUCID GROUP, INC. | 3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.0% |
|
ARCADIUM LITHIUM PLC | 2.8% |
QCLN Underweight Relative to TAN
 |
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
|
NEXTRACKER, INC. CLASS A | -5.5% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
 |
NEOEN S.A. | -4.0% |
|
JINKOSOLAR HOLDING CO-ADR | -3.8% |
|
FIRST SOLAR INC | -3.7% |
|
ENPHASE ENERGY INC | -3.4% |
|
SUNRUN INC. | -3.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.8% |