Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
16.1%
% of ICLN's 101 holdings also in RNEW
31.8%
% of RNEW's 47 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RNEW)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.7% | 6.4% | 6.4% |
|
ENPHASE ENERGY INC | 8.2% | 5.3% | 5.3% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 2.1% | 2.1% |
|
SUNRUN INC. | 1.6% | 1.2% | 1.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.4% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNEW
 |
VESTAS WIND SYSTEMS A/S | 5.4% |
|
DONG ENERGY A/S | 5.2% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.9% |
|
NEXTRACKER, INC. CLASS A | 3.8% |
|
FIRST SOLAR INC | 3.3% |
 |
CHUBU ELECTRIC POWER CO INC | 3.2% |
 |
SUZLON ENERGY LIMITED | 3.0% |
|
ENPHASE ENERGY INC | 2.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.2% |
ICLN Underweight Relative to RNEW
|
QUANTA SERVICES INC | -6.6% |
|
WASTE MANAGEMENT INC | -6.3% |
|
REPUBLIC SERVICES INC | -6.2% |
|
ECOLAB INC | -6.0% |
|
CLEAN HARBORS INC | -5.6% |
|
CHENIERE ENERGY INC | -5.0% |
|
DONALDSON CO INC | -4.6% |
|
BORGWARNER INC | -4.1% |
|
TESLA MOTORS INC | -3.2% |
|
NEW FORTRESS ENERGY INC. CLASS A | -3.1% |