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
30.0%
% of SOLR's 33 holdings also in ICLN
11.1%
% of ICLN's 100 holdings also in SOLR
Overlap by Weight
Sector Drift (SOLR minus ICLN)
Overlapping Holdings
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| Company | Weight in SOLR |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
IBERDROLA SA | 4.3% | 7.0% | 4.3% |
 |
FIRST SOLAR INC | 4.3% | 7.5% | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.2% | 4.9% | 3.2% |
|
ORMAT TECHNOLOGIES INC | 3.1% | 2.1% | 2.1% |
|
DONG ENERGY A/S | 2.1% | 4.3% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SOLR Overweight Relative to ICLN
 |
TRANE TECHNOLOGIES PLC | 6.6% |
|
EATON CORP PLC | 6.2% |
 |
SCHNEIDER ELECTRIC SA | 5.5% |
|
ITRON INC | 4.9% |
|
HUBBELL INCORPORATED CLASS B | 4.6% |
|
LEGRAND SA | 4.0% |
|
NEXTERA ENERGY GROUP | 3.9% |
 |
INFINEON TECHNOLOGIES AG | 3.4% |
|
ON SEMICONDUCTOR CORPORATION | 3.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 3.1% |
SOLR Underweight Relative to ICLN
|
CONSOLIDATED EDISON INC | -6.9% |
|
ENPHASE ENERGY INC | -5.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.3% |
 |
CHINA YANGTZE POWER CO LTD-A | -4.3% |
 |
SUZLON ENERGY LIMITED | -3.8% |
 |
CHUBU ELECTRIC POWER CO INC | -3.6% |
|
FIRST SOLAR INC | -3.2% |
|
IBERDROLA SA | -2.7% |
|
NEXTRACKER, INC. CLASS A | -2.3% |
|
DONG ENERGY A/S | -2.2% |