Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
25%

OVERLAP
BY WEIGHT
16

# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
32%
ALSO IN CNRG
CNRG
36
HOLDINGS
39%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in QCLN
Weight
in CNRG
Overlap
BLOOM ENERGY CORPORATION CLASS A 9.6% 7.4% 7.4%
NEXTRACKER, INC. CLASS A 3.3% 3.2% 3.2%
FIRST SOLAR INC 7.0% 2.2% 2.2%
ORMAT TECHNOLOGIES INC 2.2% 2.6% 2.2%
ENPHASE ENERGY INC 1.9% 3.6% 1.9%
QCLN Overweight Relative to CNRG
ON SEMICONDUCTOR CORPORATION 8.4%
MONOLITHIC POWER SYSTEMS INC 8.3%
TESLA MOTORS INC 6.1%
FIRST SOLAR INC 4.7%
RIVIAN AUTOMOTIVE INC-A 4.2%
ADVANCED ENERGY INDUSTRIES 4.0%
ALBEMARLE CORP 3.8%
VICOR CORP 3.2%
ALLEGRO MICROSYSTEMS, INC. 3.1%
MP MATERIALS CORP CLASS A 3.1%
QCLN Underweight Relative to CNRG
APPLIED MATERIALS INC -3.9%
GENERAC HOLDINGS INC -3.8%
CORNING INC -3.6%
GE VERONA -3.5%
BALLARD POWER SYSTEMS INC -3.2%
SOLAREDGE TECHNOLOGIES, INC. -3.2%
ARCOSA INC -2.8%
TENARIS SA-ADR -2.4%
NEXTERA ENERGY GROUP -2.4%
AES CORP -2.4%
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