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 CNRG
36.2%
% of CNRG's 48 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus CNRG)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.7% | 3.3% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 3.1% | 3.1% |
|
ENPHASE ENERGY INC | 8.2% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 2.5% | 2.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.2% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to CNRG
|
FIRST SOLAR INC | 6.4% |
|
ENPHASE ENERGY INC | 5.4% |
 |
VESTAS WIND SYSTEMS A/S | 5.4% |
|
DONG ENERGY A/S | 5.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.9% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
 |
SUZLON ENERGY LIMITED | 3.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.8% |
|
NHPC LTD | 2.1% |
 |
CIA ENERGETICA MINAS GER-PRF | 1.9% |
ICLN Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.5% |
|
CUMMINS INC | -3.5% |
|
GENERAC HOLDINGS INC | -3.0% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | -2.8% |
|
ENBRIDGE INC | -2.8% |
|
ADT, INC. | -2.8% |
|
CONSOLIDATED EDISON INC | -2.8% |
|
ARCOSA INC | -2.8% |