Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
23%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
13%
ALSO IN ACES
ACES
34
HOLDINGS
29%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in ACES
Overlap
NEXTRACKER, INC. CLASS A 7.7% 5.4% 5.4%
FIRST SOLAR INC 7.1% 4.6% 4.6%
ENPHASE ENERGY INC 3.6% 4.0% 3.6%
PLUG POWER INC 3.4% 5.6% 3.4%
CLEARWAY ENERGY, INC. CLASS C 1.9% 4.3% 1.9%
ICLN Overweight Relative to ACES
BLOOM ENERGY CORPORATION CLASS A 11.6%
CHINA YANGTZE POWER CO LTD-A 6.0%
VESTAS WIND SYSTEMS A/S 3.4%
EQUATORIAL ENERGIA SA - ORD 3.1%
SUZLON ENERGY LIMITED 2.5%
FIRST SOLAR INC 2.5%
EDP-ENERGIAS DE PORTUGAL SA 2.4%
NEXTRACKER, INC. CLASS A 2.3%
SOLAREDGE TECHNOLOGIES, INC. 2.1%
CHUBU ELECTRIC POWER CO INC 2.0%
ICLN Underweight Relative to ACES
HANNON ARMSTRONG SUSTAINABLE -5.2%
ALBEMARLE CORP -5.2%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
NORTHLAND POWER INC -5.0%
RIVIAN AUTOMOTIVE INC-A -4.8%
ORMAT TECHNOLOGIES INC -4.7%
ITRON INC -4.4%
TESLA MOTORS INC -4.3%
SUNRUN INC. -3.7%
EOS ENERGY ENTERPRISES, INC. CLASS A -3.3%
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