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
14

# OF OVERLAPPING
HOLDINGS
ACES
36
HOLDINGS
39%
ALSO IN ICLN
ICLN
102
HOLDINGS
19%
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 4.4% 7.8% 4.4%
NEXTRACKER, INC. CLASS A 4.8% 4.4% 4.4%
ENPHASE ENERGY INC 4.7% 2.8% 2.8%
ORMAT TECHNOLOGIES INC 5.3% 2.5% 2.5%
NORTHLAND POWER INC 4.9% 1.5% 1.5%
ACES Overweight Relative to ICLN
TESLA MOTORS INC 5.4%
HANNON ARMSTRONG SUSTAINABLE 5.3%
ITRON INC 5.3%
ALBEMARLE CORP 5.3%
BROOKFIELD RENEWABLE PARTNERS LP 5.1%
LUCID GROUP, INC. 4.7%
RIVIAN AUTOMOTIVE INC-A 4.7%
BORALEX INC -CL 'A' 3.7%
CLEARWAY ENERGY, INC. CLASS C 3.5%
NORTHLAND POWER INC 3.4%
ACES Underweight Relative to ICLN
SSE PLC -6.5%
IBERDROLA SA -6.2%
VESTAS WIND SYSTEMS A/S -6.0%
CHINA YANGTZE POWER CO LTD-A -4.3%
EDP-ENERGIAS DE PORTUGAL SA -3.8%
EQUATORIAL ENERGIA SA - ORD -3.5%
FIRST SOLAR INC -3.4%
DONG ENERGY A/S -2.7%
SUZLON ENERGY LIMITED -2.7%
CENTRAIS ELETRICAS BRASILIER -2.6%
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