Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
40.0%
% of QCLN's 57 holdings also in RNEW
50.0%
% of RNEW's 47 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus RNEW)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.1% | 6.4% | 6.4% |
|
ENPHASE ENERGY INC | 7.6% | 5.3% | 5.3% |
|
TESLA MOTORS INC | 6.6% | 3.2% | 3.2% |
|
LUCID GROUP, INC. | 3.1% | 2.9% | 2.9% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 3.5% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to RNEW
|
ALBEMARLE CORP | 7.1% |
|
ON SEMICONDUCTOR CORPORATION | 7.0% |
|
ACUITY BRANDS INC | 4.2% |
|
UNIVERSAL DISPLAY CORP | 3.9% |
|
FIRST SOLAR INC | 3.6% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.6% |
|
TESLA MOTORS INC | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.3% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.8% |
|
ENPHASE ENERGY INC | 2.4% |
QCLN Underweight Relative to RNEW
|
QUANTA SERVICES INC | -6.6% |
|
WASTE MANAGEMENT INC | -6.3% |
|
REPUBLIC SERVICES INC | -6.2% |
|
ECOLAB INC | -6.0% |
|
CLEAN HARBORS INC | -5.6% |
|
CHENIERE ENERGY INC | -5.0% |
|
DONALDSON CO INC | -4.6% |
|
BORGWARNER INC | -4.1% |
|
NEW FORTRESS ENERGY INC. CLASS A | -3.1% |
|
CASELLA WASTE SYSTEMS INC-A | -2.9% |