Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
30.8%
% of CTEC's 39 holdings also in QCLN
21.8%
% of QCLN's 57 holdings also in CTEC
Overlap by Weight
Sector Drift (CTEC minus QCLN)
Overlapping Holdings
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| Company | Weight in CTEC |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.3% | 10.1% | 7.3% |
|
ENPHASE ENERGY INC | 5.5% | 7.6% | 5.5% |
|
NEXTRACKER, INC. CLASS A | 5.0% | 3.3% | 3.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.7% | 1.8% | 1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
CTEC Overweight Relative to QCLN
 |
XINYI SOLAR HOLDINGS LTD | 6.5% |
 |
SAMSUNG SDI CO LTD | 6.3% |
 |
VESTAS WIND SYSTEMS A/S | 5.9% |
 |
JOHNSON MATTHEY PLC | 5.2% |
 |
NORDEX AG | 4.4% |
 |
CHINA EVERBRIGHT INTL LTD | 3.5% |
 |
SIMPLO TECHNOLOGY CO LTD | 3.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | 3.4% |
 |
LANDIS+GYR GROUP AG | 3.2% |
|
CS WIND CORP. | 2.5% |
CTEC Underweight Relative to QCLN
|
ALBEMARLE CORP | -7.1% |
|
ON SEMICONDUCTOR CORPORATION | -7.0% |
|
TESLA MOTORS INC | -6.6% |
|
ACUITY BRANDS INC | -4.2% |
|
UNIVERSAL DISPLAY CORP | -3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -3.5% |
|
LUCID GROUP, INC. | -3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.8% |
|
FIRST SOLAR INC | -2.7% |