Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
24%
ALSO IN TAN
TAN
28
HOLDINGS
29%
ALSO IN ACES
SECTOR DRIFT (ACES minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 6.0% | 5.9% | 5.9% |
|
FIRST SOLAR INC | 5.3% | 10.0% | 5.3% |
|
NEXTRACKER, INC. CLASS A | 5.1% | 8.7% | 5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% | 4.1% | 4.1% |
|
ENPHASE ENERGY INC | 4.0% | 6.7% | 4.0% |
ACES Overweight Relative to TAN
|
ALBEMARLE CORP | 5.9% |
|
ORMAT TECHNOLOGIES INC | 5.4% |
|
TESLA MOTORS INC | 5.1% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.6% |
|
ITRON INC | 4.5% |
|
NORTHLAND POWER INC | 4.5% |
|
LUCID GROUP, INC. | 4.1% |
|
RIVIAN AUTOMOTIVE INC-A | 4.1% |
|
BORALEX INC -CL 'A' | 3.6% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.2% |
ACES Underweight Relative to TAN
 |
GCL POLY ENERGY HOLDINGS LTD | -7.8% |
|
XINYI SOLAR HOLDINGS LTD | -5.2% |
|
FIRST SOLAR INC | -4.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -4.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.9% |
|
NEXTRACKER, INC. CLASS A | -3.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.6% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.3% |
|
JINKOSOLAR HOLDING CO-ADR | -2.9% |
|
ENPHASE ENERGY INC | -2.7% |