Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
19.5%
% of ICLN's 101 holdings also in ACES
44.7%
% of ACES's 38 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus ACES)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.7% | 5.2% | 5.2% |
|
ENPHASE ENERGY INC | 8.2% | 4.5% | 4.5% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 5.3% | 3.8% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 4.0% | 2.4% |
 |
NORTHLAND POWER INC | 1.7% | 4.9% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to ACES
 |
VESTAS WIND SYSTEMS A/S | 5.4% |
|
DONG ENERGY A/S | 5.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.9% |
|
FIRST SOLAR INC | 4.5% |
|
ENPHASE ENERGY INC | 3.6% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
 |
SUZLON ENERGY LIMITED | 3.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.2% |
|
NHPC LTD | 2.1% |
ICLN Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -5.0% |
|
ITRON INC | -4.8% |
|
TESLA MOTORS INC | -4.7% |
|
ALBEMARLE CORP | -4.5% |
|
WOLFSPEED INC | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |
|
NORTHLAND POWER INC | -3.2% |
|
NEXTERA ENERGY PARTNERS LP | -3.1% |