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
28.9%
% of TAN's 38 holdings also in ACES
28.9%
% of ACES's 38 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus ACES)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 8.0% | 5.3% | 5.3% |
|
FIRST SOLAR INC | 12.4% | 5.2% | 5.2% |
|
ENPHASE ENERGY INC | 9.4% | 4.5% | 4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.2% | 3.6% | 3.6% |
|
SUNRUN INC. | 4.1% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to ACES
|
FIRST SOLAR INC | 7.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.0% |
|
ENPHASE ENERGY INC | 4.8% |
 |
GCL POLY ENERGY HOLDINGS LTD | 4.8% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
 |
ENCAVIS AG | 3.6% |
|
NEXTRACKER, INC. CLASS A | 2.7% |
 |
NEOEN S.A. | 2.6% |
 |
HANWHA CHEMICAL CORP | 2.5% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.2% |
TAN Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -5.0% |
|
NORTHLAND POWER INC | -4.9% |
|
ITRON INC | -4.8% |
|
TESLA MOTORS INC | -4.7% |
|
ALBEMARLE CORP | -4.5% |
|
ORMAT TECHNOLOGIES INC | -4.0% |
|
WOLFSPEED INC | -4.0% |
|
NEXTERA ENERGY PARTNERS LP | -3.1% |