Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
43.6%
% of RNEW's 43 holdings also in QCLN
34.7%
% of QCLN's 53 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus QCLN)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
RIVIAN AUTOMOTIVE INC-A | 4.5% | 7.9% | 4.5% |
|
ENPHASE ENERGY INC | 4.7% | 4.4% | 4.4% |
|
LUCID GROUP, INC. | 4.1% | 4.5% | 4.1% |
|
FIRST SOLAR INC | 3.7% | 7.9% | 3.7% |
|
TESLA MOTORS INC | 3.3% | 6.9% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to QCLN
|
REPUBLIC SERVICES INC | 6.1% |
|
CHENIERE ENERGY PARTNERS LP | 5.9% |
|
CHENIERE ENERGY INC | 5.8% |
|
WASTE MANAGEMENT INC | 5.8% |
|
ECOLAB INC | 5.6% |
|
DONALDSON CO INC | 4.6% |
|
QUANTA SERVICES INC | 4.4% |
|
CLEAN HARBORS INC | 4.4% |
|
CASELLA WASTE SYSTEMS INC-A | 3.9% |
|
BORGWARNER INC | 3.6% |
RNEW Underweight Relative to QCLN
|
ON SEMICONDUCTOR CORPORATION | -7.6% |
|
ACUITY BRANDS INC | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.3% |
|
FIRST SOLAR INC | -4.2% |
|
ALBEMARLE CORP | -4.1% |
|
NEXTRACKER, INC. CLASS A | -4.0% |
|
UNIVERSAL DISPLAY CORP | -4.0% |
|
TESLA MOTORS INC | -3.7% |
|
RIVIAN AUTOMOTIVE INC-A | -3.4% |
|
ALLEGRO MICROSYSTEMS, INC. | -3.1% |