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
56.5%
% of QCLN's 49 holdings also in PBW
48.1%
% of PBW's 54 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus PBW)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 3.2% | 2.0% | 2.0% |
|
MP MATERIALS CORP CLASS A | 3.1% | 2.0% | 2.0% |
|
ITRON INC | 3.4% | 2.0% | 2.0% |
|
FIRST SOLAR INC | 8.8% | 2.0% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 4.2% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to PBW
|
RIVIAN AUTOMOTIVE INC-A | 7.2% |
|
ON SEMICONDUCTOR CORPORATION | 6.9% |
|
FIRST SOLAR INC | 6.8% |
|
TESLA MOTORS INC | 6.0% |
|
LUCID GROUP, INC. | 5.0% |
|
ACUITY BRANDS INC | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.5% |
|
ENPHASE ENERGY INC | 2.6% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.4% |
|
ENERSYS | 2.4% |
QCLN Underweight Relative to PBW
|
QUANTA SERVICES INC | -2.2% |
|
REX STORES CORP | -2.1% |
|
DARLING INTERNATIONAL INC | -2.0% |
|
PREFORMED LINE PRODUCTS CO | -2.0% |
|
STANDARD LITHIUM LTD. | -1.9% |
|
BEL FUSE INC-CL B | -1.9% |
|
CORTEVA INC | -1.9% |
|
ESCO TECHNOLOGIES INC | -1.9% |
|
MYR GROUP INC/DELAWARE | -1.8% |
|
SOLID POWER, INC. CLASS A | -1.8% |