Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
28.7%
% of ICLN's 101 holdings also in RNRG
59.5%
% of RNRG's 42 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus RNRG)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in RNRG |
Overlap | |
|---|---|---|---|---|
 |
DONG ENERGY A/S | 5.2% | 6.0% | 5.2% |
 |
ORMAT TECHNOLOGIES INC | 2.4% | 3.2% | 2.4% |
 |
NORTHLAND POWER INC | 1.7% | 3.2% | 1.7% |
|
SUNRUN INC. | 1.6% | 1.9% | 1.6% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.3% | 1.6% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to RNRG
|
FIRST SOLAR INC | 9.7% |
|
ENPHASE ENERGY INC | 8.2% |
|
VESTAS WIND SYSTEMS A/S | 5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.9% |
|
NEXTRACKER, INC. CLASS A | 3.8% |
 |
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 RNRG
 |
MERIDIAN ENERGY LTD | -5.9% |
 |
CENTRAIS ELETRICAS BRASILIER | -5.4% |
 |
RUSHYDRO JSC | -5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.9% |
 |
VERBUND AG | -4.8% |
|
ENGIE BRASIL ENERGIA S.A. | -4.5% |
|
MIGHTY RIVER POWER | -4.4% |
 |
EDP RENOVAVEIS SA | -3.7% |
 |
NEOEN S.A. | -3.6% |
|
CONTACT ENERGY LTD | -3.0% |