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
48.1%
% of PBW's 54 holdings also in QCLN
56.5%
% of QCLN's 49 holdings also in PBW
Overlap by Weight
Sector Drift (PBW minus QCLN)
Overlapping Holdings
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| Company | Weight in PBW |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 2.0% | 3.2% | 2.0% |
|
MP MATERIALS CORP CLASS A | 2.0% | 3.1% | 2.0% |
|
ITRON INC | 2.0% | 3.4% | 2.0% |
|
FIRST SOLAR INC | 2.0% | 8.8% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 4.2% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to QCLN
|
QUANTA SERVICES INC | 2.2% |
|
REX STORES CORP | 2.1% |
|
DARLING INTERNATIONAL INC | 2.0% |
|
PREFORMED LINE PRODUCTS CO | 2.0% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
BEL FUSE INC-CL B | 1.9% |
|
CORTEVA INC | 1.9% |
|
ESCO TECHNOLOGIES INC | 1.9% |
|
MYR GROUP INC/DELAWARE | 1.8% |
|
SOLID POWER, INC. CLASS A | 1.8% |
PBW Underweight Relative to QCLN
|
RIVIAN AUTOMOTIVE INC-A | -7.2% |
|
ON SEMICONDUCTOR CORPORATION | -6.9% |
|
FIRST SOLAR INC | -6.8% |
|
TESLA MOTORS INC | -6.0% |
|
LUCID GROUP, INC. | -5.0% |
|
ACUITY BRANDS INC | -4.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.5% |
|
ENPHASE ENERGY INC | -2.6% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.4% |
|
ENERSYS | -2.4% |