Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
19
Number of overlapping holdings
35.2%
% of QCLN's 54 holdings also in CNRG
44.2%
% of CNRG's 43 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus CNRG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in QCLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.0% | 2.8% | 2.8% |
|
ENPHASE ENERGY INC | 7.7% | 2.5% | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 3.0% | 2.4% |
|
FIRST SOLAR INC | 8.6% | 2.4% | 2.4% |
|
SUNRUN INC. | 2.2% | 3.8% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to CNRG
|
ON SEMICONDUCTOR CORPORATION | 7.3% |
|
FIRST SOLAR INC | 6.2% |
|
TESLA MOTORS INC | 6.2% |
|
RIVIAN AUTOMOTIVE INC-A | 5.9% |
|
ENPHASE ENERGY INC | 5.2% |
|
UNIVERSAL DISPLAY CORP | 4.4% |
|
ACUITY BRANDS INC | 4.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.0% |
|
ALBEMARLE CORP | 3.9% |
|
LUCID GROUP, INC. | 3.5% |
QCLN Underweight Relative to CNRG
|
SUNNOVA ENERGY INTERNATIONAL INC | -5.2% |
|
GE VERONA | -4.1% |
|
CONSTELLATION ENERGY CORPORATION | -3.4% |
|
NEXTERA ENERGY GROUP | -3.4% |
|
ARCOSA INC | -3.2% |
|
AVANGRID, INC. | -3.0% |
|
ALLETE INC | -3.0% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -2.9% |
|
GENERAC HOLDINGS INC | -2.9% |
|
AES CORP | -2.8% |