Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
21%

OVERLAP
BY WEIGHT
9

# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
29%
ALSO IN ICLN
ICLN
106
HOLDINGS
12%
ALSO IN ACES
SECTOR DRIFT (ACES minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in ACES
Weight
in ICLN
Overlap
FIRST SOLAR INC 4.8% 8.2% 4.8%
ENPHASE ENERGY INC 4.3% 4.7% 4.3%
NEXTRACKER, INC. CLASS A 4.1% 6.7% 4.1%
PLUG POWER INC 4.4% 2.9% 2.9%
CLEARWAY ENERGY, INC. CLASS C 5.2% 2.0% 2.0%
ACES Overweight Relative to ICLN
RIVIAN AUTOMOTIVE INC-A 6.5%
HANNON ARMSTRONG SUSTAINABLE 6.4%
ITRON INC 6.0%
TESLA MOTORS INC 5.8%
ALBEMARLE CORP 5.8%
BROOKFIELD RENEWABLE PARTNERS LP 5.7%
NORTHLAND POWER INC 5.6%
ORMAT TECHNOLOGIES INC 4.9%
CLEARWAY ENERGY, INC. CLASS C 3.2%
ANDERSONS INC/THE 3.1%
ACES Underweight Relative to ICLN
CHINA YANGTZE POWER CO LTD-A -7.5%
BLOOM ENERGY CORPORATION CLASS A -6.8%
VESTAS WIND SYSTEMS A/S -4.3%
FIRST SOLAR INC -3.3%
EQUATORIAL ENERGIA SA - ORD -3.0%
EDP-ENERGIAS DE PORTUGAL SA -2.8%
CHUBU ELECTRIC POWER CO INC -2.6%
NEXTRACKER, INC. CLASS A -2.6%
ENLIGHT RENEWABLE ENERGY LTD -2.1%
SUZLON ENERGY LIMITED -2.0%
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