Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
29.9%
% of ICLN's 101 holdings also in TAN
68.4%
% of TAN's 38 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus TAN)
Overlapping Holdings
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| Company | Weight in ICLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 9.7% | 12.4% | 9.7% |
|
ENPHASE ENERGY INC | 8.2% | 9.4% | 8.2% |
|
NEXTRACKER, INC. CLASS A | 3.8% | 8.0% | 3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.2% | 5.0% | 2.2% |
|
SUNRUN INC. | 1.6% | 4.1% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to TAN
 |
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% |
|
ORMAT TECHNOLOGIES INC | 2.4% |
|
NHPC LTD | 2.1% |
 |
CIA ENERGETICA MINAS GER-PRF | 1.9% |
 |
NORTHLAND POWER INC | 1.7% |
ICLN Underweight Relative to TAN
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
GCL POLY ENERGY HOLDINGS LTD | -4.8% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
NEXTRACKER, INC. CLASS A | -4.2% |
 |
ENCAVIS AG | -3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.8% |
|
FIRST SOLAR INC | -2.7% |
|
SUNRUN INC. | -2.5% |
|
ARRAY TECHNOLOGIES INC | -2.4% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.2% |