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% |