Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
49.0%
% of RAYS's 49 holdings also in ICLN
29.6%
% of ICLN's 101 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS minus ICLN)
Overlapping Holdings
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| Company | Weight in RAYS |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 10.8% | 8.1% | 8.1% |
|
ENPHASE ENERGY INC | 8.9% | 7.8% | 7.8% |
|
NEXTRACKER, INC. CLASS A | 5.8% | 2.2% | 2.2% |
|
SUNRUN INC. | 4.8% | 1.6% | 1.6% |
 |
HANWHA CHEMICAL CORP | 1.8% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to ICLN
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 9.9% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 7.2% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 6.3% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 3.3% |
|
SUNRUN INC. | 3.2% |
|
FIRST SOLAR INC | 2.7% |
 |
ENCAVIS AG-TEND | 2.7% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.5% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | 2.3% |
RAYS Underweight Relative to ICLN
 |
IBERDROLA SA | -6.9% |
|
CONSOLIDATED EDISON INC | -6.6% |
 |
VESTAS WIND SYSTEMS A/S | -5.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.3% |
|
DONG ENERGY A/S | -4.0% |
|
CHINA YANGTZE POWER CO LTD-A | -3.9% |
 |
SUZLON ENERGY LIMITED | -3.8% |
 |
CHUBU ELECTRIC POWER CO INC | -3.5% |
|
ORMAT TECHNOLOGIES INC | -2.0% |
 |
EQUATORIAL ENERGIA SA - ORD | -1.9% |