Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
61.8%
% of QCLN's 57 holdings also in PBW
54.8%
% of PBW's 62 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.1% | 2.2% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.1% | 1.8% | 1.8% |
|
ITRON INC | 2.2% | 1.6% | 1.6% |
|
MP MATERIALS CORP CLASS A | 1.6% | 2.0% | 1.6% |
|
ADVANCED ENERGY INDUSTRIES | 1.8% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to PBW
|
FIRST SOLAR INC | 7.9% |
|
ON SEMICONDUCTOR CORPORATION | 7.0% |
|
ENPHASE ENERGY INC | 6.0% |
|
ALBEMARLE CORP | 5.5% |
|
TESLA MOTORS INC | 5.2% |
|
ACUITY BRANDS INC | 4.2% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
LUCID GROUP, INC. | 3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.8% |
|
UNIVERSAL DISPLAY CORP | 2.4% |
QCLN Underweight Relative to PBW
|
SOLID POWER, INC. CLASS A | -1.9% |
|
SIGMA LITHIUM CORPORATION | -1.8% |
|
LITHIUM AMERICAS (ARGENTINA) CORP. | -1.7% |
|
ESCO TECHNOLOGIES INC | -1.7% |
|
BEL FUSE INC-CL B | -1.6% |
 |
JINKOSOLAR HOLDING CO-ADR | -1.6% |
|
ARRAY TECHNOLOGIES INC | -1.6% |
|
PREFORMED LINE PRODUCTS CO | -1.6% |
|
QUANTA SERVICES INC | -1.6% |
|
MYR GROUP INC/DELAWARE | -1.6% |