Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
48.9%
% of RAYS's 47 holdings also in ICLN
28.0%
% of ICLN's 99 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS minus ICLN)
Overlapping Holdings
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| Company | Weight in RAYS |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.5% | 8.2% | 8.2% |
|
ENPHASE ENERGY INC | 10.7% | 5.4% | 5.4% |
|
NEXTRACKER, INC. CLASS A | 4.5% | 2.8% | 2.8% |
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS A | 7.6% | 0.9% | 0.9% |
|
SUNRUN INC. | 3.7% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to ICLN
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 8.3% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 6.6% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 6.6% |
|
ENPHASE ENERGY INC | 5.3% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 3.7% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.3% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.9% |
|
SUNRUN INC. | 2.8% |
|
XINYI SOLAR HOLDINGS LTD | 2.5% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.5% |
RAYS Underweight Relative to ICLN
 |
IBERDROLA SA | -6.4% |
 |
SSE PLC | -6.2% |
 |
VESTAS WIND SYSTEMS A/S | -4.3% |
 |
SUZLON ENERGY LIMITED | -4.2% |
|
CHINA YANGTZE POWER CO LTD-A | -4.2% |
 |
CHUBU ELECTRIC POWER CO INC | -3.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
DONG ENERGY A/S | -2.8% |
 |
EQUATORIAL ENERGIA SA - ORD | -2.7% |
|
CENTRAIS ELETRICAS BRASILIER | -2.2% |