Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
19.6%
% of QCLN's 49 holdings also in TAN
31.0%
% of TAN's 29 holdings also in QCLN
Overlap by Weight
Sector Drift (QCLN minus TAN)
Overlapping Holdings
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| Company | Weight in QCLN |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 8.8% | 11.3% | 8.8% |
|
ENPHASE ENERGY INC | 4.3% | 10.5% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 4.2% | 10.1% | 4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | 2.1% | 4.3% | 2.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.8% | 4.1% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
QCLN Overweight Relative to TAN
|
RIVIAN AUTOMOTIVE INC-A | 9.1% |
|
TESLA MOTORS INC | 7.8% |
|
ON SEMICONDUCTOR CORPORATION | 6.9% |
|
LUCID GROUP, INC. | 5.0% |
|
ACUITY BRANDS INC | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.5% |
|
UNIVERSAL DISPLAY CORP | 3.5% |
|
ITRON INC | 3.4% |
|
ALBEMARLE CORP | 3.2% |
|
ORMAT TECHNOLOGIES INC | 3.2% |
QCLN Underweight Relative to TAN
|
ENPHASE ENERGY INC | -6.2% |
|
NEXTRACKER, INC. CLASS A | -5.9% |
 |
GCL POLY ENERGY HOLDINGS LTD | -5.6% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
SUNRUN INC. | -3.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.5% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -2.8% |
|
JINKOSOLAR HOLDING CO-ADR | -2.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.6% |
|
GRENERGY RENOVABLES S.A | -2.5% |