Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
64.0%
% of RAYS's 50 holdings also in ICLN
36.8%
% 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 | 10.1% | 9.7% | 9.7% |
|
ENPHASE ENERGY INC | 10.5% | 8.2% | 8.2% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 3.8% | 2.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.6% | 2.2% | 2.2% |
|
SUNRUN INC. | 2.5% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to ICLN
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 9.0% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 6.1% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 4.9% |
|
XINYI SOLAR HOLDINGS LTD | 3.3% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.1% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.7% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | 2.6% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | 2.5% |
|
ENPHASE ENERGY INC | 2.3% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.3% |
RAYS Underweight Relative to ICLN
 |
VESTAS WIND SYSTEMS A/S | -5.4% |
|
DONG ENERGY A/S | -5.2% |
|
CHINA YANGTZE POWER CO LTD-A | -4.9% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
 |
SUZLON ENERGY LIMITED | -3.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.8% |
|
ORMAT TECHNOLOGIES INC | -2.4% |
|
NHPC LTD | -2.1% |
 |
CIA ENERGETICA MINAS GER-PRF | -1.9% |
 |
NORTHLAND POWER INC | -1.7% |