Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
22.0%
% of RAYS's 50 holdings also in QCLN
20.0%
% of QCLN's 57 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 | 10.1% | 10.1% | 10.1% |
|
ENPHASE ENERGY INC | 10.5% | 7.6% | 7.6% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 3.3% | 2.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.6% | 1.8% | 1.8% |
|
SUNRUN INC. | 2.5% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to QCLN
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 9.9% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 6.9% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 4.9% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.5% |
|
XINYI SOLAR HOLDINGS LTD | 3.3% |
|
ENPHASE ENERGY INC | 2.8% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 2.7% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | 2.7% |
|
HANGZHOU FIRST PV MATERIAL CO LTD CL | 2.6% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | 2.5% |
RAYS Underweight Relative to QCLN
|
ALBEMARLE CORP | -7.1% |
|
ON SEMICONDUCTOR CORPORATION | -7.0% |
|
TESLA MOTORS INC | -6.6% |
|
ACUITY BRANDS INC | -4.2% |
|
UNIVERSAL DISPLAY CORP | -3.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -3.5% |
|
LUCID GROUP, INC. | -3.1% |
|
ALLEGRO MICROSYSTEMS, INC. | -2.8% |
|
ALTUS MIDSTREAM CO. CLASS A | -2.3% |