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
13

# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
41%
ALSO IN ICLN
ICLN
101
HOLDINGS
18%
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 5.3% 9.2% 5.3%
NEXTRACKER, INC. CLASS A 5.0% 4.2% 4.2%
ORMAT TECHNOLOGIES INC 5.2% 2.3% 2.3%
ENPHASE ENERGY INC 3.9% 2.2% 2.2%
NORTHLAND POWER INC 4.7% 1.4% 1.4%
ACES Overweight Relative to ICLN
TESLA MOTORS INC 6.0%
ALBEMARLE CORP 5.6%
HANNON ARMSTRONG SUSTAINABLE 4.8%
SUNRUN INC. 4.7%
BROOKFIELD RENEWABLE PARTNERS LP 4.6%
ITRON INC 4.3%
RIVIAN AUTOMOTIVE INC-A 4.2%
AMERICAN SUPERCONDUCTOR CORPORATION 3.5%
NORTHLAND POWER INC 3.3%
EOS ENERGY ENTERPRISES, INC. CLASS A 3.3%
ACES Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -6.0%
VESTAS WIND SYSTEMS A/S -5.9%
IBERDROLA SA -5.7%
SSE PLC -5.0%
EDP-ENERGIAS DE PORTUGAL SA -4.2%
FIRST SOLAR INC -3.9%
CHUBU ELECTRIC POWER CO INC -3.5%
CHINA YANGTZE POWER CO LTD-A -3.4%
EQUATORIAL ENERGIA SA - ORD -3.1%
CENTRAIS ELETRICAS BRASILIER -2.6%
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