Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
20.0%
% of QCLN's 57 holdings also in RAYS
22.0%
% of RAYS's 50 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus RAYS)
Overlapping Holdings
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Company | Weight in QCLN |
Weight in RAYS |
Overlap | |
---|---|---|---|---|
FIRST SOLAR INC | 9.4% | 9.4% | 9.4% | |
ENPHASE ENERGY INC | 7.5% | 10.3% | 7.5% | |
NEXTRACKER, INC. CLASS A | 3.5% | 2.6% | 2.6% | |
SOLAREDGE TECHNOLOGIES, INC. | 2.0% | 4.0% | 2.0% | |
SUNRUN INC. | 1.3% | 2.6% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RAYS
ON SEMICONDUCTOR CORPORATION | 7.5% | |
ALBEMARLE CORP | 7.3% | |
TESLA MOTORS INC | 7.0% | |
ACUITY BRANDS INC | 4.3% | |
UNIVERSAL DISPLAY CORP | 4.0% | |
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.8% | |
BROOKFIELD RENEWABLE PARTNERS LP | 3.3% | |
LUCID GROUP, INC. | 3.1% | |
ALLEGRO MICROSYSTEMS, INC. | 2.6% | |
ITRON INC | 2.2% |
QCLN Underweight Relative to RAYS
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.9% | |
XI'AN LONGI SILICON MATERIALS CO., L | -6.9% | |
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -5.4% | |
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.8% | |
XINYI SOLAR HOLDINGS LTD | -3.8% | |
HANGZHOU FIRST PV MATERIAL CO LTD CL | -2.7% | |
ENPHASE ENERGY INC | -2.7% | |
ARRAY TECHNOLOGIES INC | -2.7% | |
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.6% | |
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.6% |