Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
4%
ALSO IN WATS
WATS
23
HOLDINGS
13%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus WATS)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in WATS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 12.6% | 9.1% | 9.1% |
|
ENPHASE ENERGY INC | 4.7% | 7.0% | 4.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.6% | 7.0% | 2.6% |
ICLN Overweight Relative to WATS
|
FIRST SOLAR INC | 8.6% |
|
NEXTRACKER, INC. CLASS A | 7.3% |
 |
CHINA YANGTZE POWER CO LTD-A | 6.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.5% |
 |
VESTAS WIND SYSTEMS A/S | 3.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.9% |
 |
SUZLON ENERGY LIMITED | 2.6% |
|
PLUG POWER INC | 2.5% |
 |
CHUBU ELECTRIC POWER CO INC | 2.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.3% |
ICLN Underweight Relative to WATS
|
TESLA MOTORS INC | -16.0% |
|
ENERSYS | -5.3% |
|
FLUENCE ENERGY INC CLASS A | -5.0% |
|
SUNRUN INC. | -4.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | -4.3% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.8% |
|
GENERAC HOLDINGS INC | -3.7% |
|
AES CORP | -3.5% |
|
ALBEMARLE CORP | -3.4% |
|
ENOVIX CORPORATION | -3.2% |