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
47.3%
% of QCLN's 57 holdings also in ACES
68.4%
% of ACES's 38 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus ACES)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.1% | 5.2% | 5.2% |
|
TESLA MOTORS INC | 6.6% | 4.7% | 4.7% |
|
ENPHASE ENERGY INC | 7.6% | 4.5% | 4.5% |
|
ALBEMARLE CORP | 7.1% | 4.5% | 4.5% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.5% | 5.0% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to ACES
|
ON SEMICONDUCTOR CORPORATION | 7.0% |
|
FIRST SOLAR INC | 4.8% |
|
ACUITY BRANDS INC | 4.2% |
|
UNIVERSAL DISPLAY CORP | 3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
ENPHASE ENERGY INC | 3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.8% |
|
ALBEMARLE CORP | 2.6% |
|
ALTUS MIDSTREAM CO. CLASS A | 2.3% |
|
ENERSYS | 2.0% |
QCLN Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
NORTHLAND POWER INC | -4.9% |
|
ITRON INC | -2.5% |
|
BORALEX INC -CL 'A' | -2.5% |
|
WOLFSPEED INC | -2.5% |
|
ARRAY TECHNOLOGIES INC | -2.4% |
|
ANDERSONS INC/THE | -2.2% |
|
NEXTRACKER, INC. CLASS A | -2.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -2.0% |