Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
38.2%
% of QCLN's 57 holdings also in CNRG
44.7%
% of CNRG's 48 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus CNRG)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.1% | 3.3% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.3% | 3.1% | 3.1% |
|
ENPHASE ENERGY INC | 7.6% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.1% | 2.5% | 2.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.8% | 1.9% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to CNRG
|
ALBEMARLE CORP | 7.1% |
|
ON SEMICONDUCTOR CORPORATION | 7.0% |
|
FIRST SOLAR INC | 6.7% |
|
TESLA MOTORS INC | 4.9% |
|
ENPHASE ENERGY INC | 4.9% |
|
ACUITY BRANDS INC | 4.2% |
|
UNIVERSAL DISPLAY CORP | 3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.5% |
|
LUCID GROUP, INC. | 3.1% |
QCLN Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.5% |
|
CUMMINS INC | -3.5% |
|
AVANGRID, INC. | -3.1% |
|
GENERAC HOLDINGS INC | -3.0% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
|
ALGONQUIN POWER & UTILITIES CORP. | -2.8% |
|
ENBRIDGE INC | -2.8% |
|
ADT, INC. | -2.8% |
|
CONSOLIDATED EDISON INC | -2.8% |