Fund Overlap

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


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18

Number of overlapping holdings

36.0%

% of QCLN's 53 holdings also in CNRG

43.9%

% of CNRG's 41 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
NEXTRACKER, INC. CLASS A 4.1% 4.2% 4.1%
BLOOM ENERGY CORPORATION CLASS A 3.5% 3.5% 3.5%
ENPHASE ENERGY INC 3.9% 2.8% 2.8%
FIRST SOLAR INC 6.9% 2.6% 2.6%
ORMAT TECHNOLOGIES INC 2.3% 2.6% 2.3%

Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to CNRG
RIVIAN AUTOMOTIVE INC-A 8.1%
TESLA MOTORS INC 7.1%
ON SEMICONDUCTOR CORPORATION 6.3%
LUCID GROUP, INC. 6.0%
ALBEMARLE CORP 5.5%
ACUITY BRANDS INC 4.4%
FIRST SOLAR INC 4.3%
UNIVERSAL DISPLAY CORP 3.7%
BROOKFIELD RENEWABLE PARTNERS LP 3.7%
ALLEGRO MICROSYSTEMS, INC. 2.9%
QCLN Underweight Relative to CNRG
CONSTELLATION ENERGY CORPORATION -4.4%
EOS ENERGY ENTERPRISES, INC. CLASS A -4.4%
ARRAY TECHNOLOGIES INC -3.9%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.9%
GE VERONA -3.5%
ALLETE INC -3.3%
SOLAREDGE TECHNOLOGIES, INC. -3.2%
ARCOSA INC -3.0%
NEXTERA ENERGY GROUP -3.0%
GENERAC HOLDINGS INC -2.8%
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