Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
20.7%
% of ICLN's 101 holdings also in PBW
29.0%
% of PBW's 62 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus PBW)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.7% | 2.2% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 1.8% | 1.8% |
|
ENPHASE ENERGY INC | 8.2% | 1.6% | 1.6% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 1.4% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.2% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to PBW
|
FIRST SOLAR INC | 7.5% |
|
ENPHASE ENERGY INC | 6.6% |
 |
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% |
|
NEXTRACKER, INC. CLASS A | 2.3% |
|
NHPC LTD | 2.1% |
ICLN Underweight Relative to PBW
|
MP MATERIALS CORP CLASS A | -2.0% |
|
SOLID POWER, INC. CLASS A | -1.9% |
 |
SIGMA LITHIUM CORPORATION | -1.8% |
|
FLUENCE ENERGY INC CLASS A | -1.7% |
|
LANZATECH GLOBAL, INC. | -1.7% |
|
LITHIUM AMERICAS (ARGENTINA) CORP. | -1.7% |
|
ESCO TECHNOLOGIES INC | -1.7% |
|
BEL FUSE INC-CL B | -1.6% |
|
ITRON INC | -1.6% |
|
JINKOSOLAR HOLDING CO-ADR | -1.6% |