Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
54.8%
% of PBW's 62 holdings also in QCLN
61.8%
% of QCLN's 57 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 2.2% | 10.1% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 2.1% | 1.8% |
|
ITRON INC | 1.6% | 2.2% | 1.6% |
|
MP MATERIALS CORP CLASS A | 2.0% | 1.6% | 1.6% |
|
ADVANCED ENERGY INDUSTRIES | 1.6% | 1.8% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to QCLN
|
SOLID POWER, INC. CLASS A | 1.9% |
 |
SIGMA LITHIUM CORPORATION | 1.8% |
|
LITHIUM AMERICAS (ARGENTINA) CORP. | 1.7% |
|
ESCO TECHNOLOGIES INC | 1.7% |
|
BEL FUSE INC-CL B | 1.6% |
 |
JINKOSOLAR HOLDING CO-ADR | 1.6% |
|
ARRAY TECHNOLOGIES INC | 1.6% |
|
PREFORMED LINE PRODUCTS CO | 1.6% |
|
QUANTA SERVICES INC | 1.6% |
|
MYR GROUP INC/DELAWARE | 1.6% |
PBW Underweight Relative to QCLN
|
FIRST SOLAR INC | -7.9% |
|
ON SEMICONDUCTOR CORPORATION | -7.0% |
|
ENPHASE ENERGY INC | -6.0% |
|
ALBEMARLE CORP | -5.5% |
|
TESLA MOTORS INC | -5.2% |
|
ACUITY BRANDS INC | -4.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -3.6% |
|
LUCID GROUP, INC. | -3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.8% |
|
UNIVERSAL DISPLAY CORP | -2.4% |