Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
16.3%
% of RAYS's 44 holdings also in QCLN
15.2%
% of QCLN's 49 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS minus QCLN)
Overlapping Holdings
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| Company | Weight in RAYS |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 7.7% | 8.2% | 7.7% |
|
NEXTRACKER, INC. CLASS A | 6.7% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 8.2% | 3.4% | 3.4% |
|
SUNRUN INC. | 3.3% | 1.1% | 1.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.5% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to QCLN
 |
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 10.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 7.9% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | 7.5% |
|
ENPHASE ENERGY INC | 4.8% |
 |
HANWHA CHEMICAL CORP | 4.1% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 3.8% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.6% |
|
XINYI SOLAR HOLDINGS LTD | 2.6% |
RAYS Underweight Relative to QCLN
|
RIVIAN AUTOMOTIVE INC-A | -9.8% |
|
TESLA MOTORS INC | -8.4% |
|
ON SEMICONDUCTOR CORPORATION | -7.6% |
|
ACUITY BRANDS INC | -4.9% |
|
LUCID GROUP, INC. | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.3% |
|
UNIVERSAL DISPLAY CORP | -4.0% |
|
ALBEMARLE CORP | -3.3% |
|
ITRON INC | -3.2% |
|
ORMAT TECHNOLOGIES INC | -2.9% |