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
32.4%
% of TAN's 34 holdings also in QCLN
21.6%
% of QCLN's 54 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus QCLN)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.8% | 7.2% | 7.2% |
|
ENPHASE ENERGY INC | 6.4% | 4.2% | 4.2% |
|
NEXTRACKER, INC. CLASS A | 8.1% | 3.0% | 3.0% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.4% | 1.8% | 1.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.1% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to QCLN
 |
GCL POLY ENERGY HOLDINGS LTD | 8.0% |
|
NEXTRACKER, INC. CLASS A | 5.2% |
|
XINYI SOLAR HOLDINGS LTD | 4.9% |
 |
ENCAVIS AG | 4.8% |
 |
NEOEN S.A. | 3.9% |
|
ARRAY TECHNOLOGIES INC | 2.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.8% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.8% |
|
SUNRUN INC. | 2.8% |
|
JINKOSOLAR HOLDING CO-ADR | 2.8% |
TAN Underweight Relative to QCLN
|
TESLA MOTORS INC | -12.8% |
|
ON SEMICONDUCTOR CORPORATION | -7.1% |
|
ACUITY BRANDS INC | -5.5% |
|
RIVIAN AUTOMOTIVE INC-A | -5.4% |
|
ALBEMARLE CORP | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.0% |
|
UNIVERSAL DISPLAY CORP | -3.6% |
|
ARCADIUM LITHIUM PLC | -3.2% |
|
ITRON INC | -2.9% |
|
LUCID GROUP, INC. | -2.7% |