Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
23%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
54%
ALSO IN ICLN
ICLN
101
HOLDINGS
20%
ALSO IN TAN
SECTOR DRIFT (TAN minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in ICLN
Overlap
FIRST SOLAR INC 10.3% 9.2% 9.2%
NEXTRACKER, INC. CLASS A 10.5% 4.8% 4.8%
ENPHASE ENERGY INC 6.7% 1.8% 1.8%
SUNRUN INC. 6.8% 1.3% 1.3%
CLEARWAY ENERGY, INC. CLASS C 3.2% 1.0% 1.0%
TAN Overweight Relative to ICLN
GCL POLY ENERGY HOLDINGS LTD 6.0%
NEXTRACKER, INC. CLASS A 5.6%
SUNRUN INC. 5.5%
ENPHASE ENERGY INC 4.9%
SOLAREDGE TECHNOLOGIES, INC. 4.2%
HANNON ARMSTRONG SUSTAINABLE 4.0%
XINYI SOLAR HOLDINGS LTD 3.7%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
ENLIGHT RENEWABLE ENERGY LTD 3.2%
ARRAY TECHNOLOGIES INC 3.2%
TAN Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -8.7%
VESTAS WIND SYSTEMS A/S -5.8%
IBERDROLA SA -5.4%
SSE PLC -4.9%
EDP-ENERGIAS DE PORTUGAL SA -4.3%
CHUBU ELECTRIC POWER CO INC -3.0%
CHINA YANGTZE POWER CO LTD-A -3.0%
EQUATORIAL ENERGIA SA - ORD -2.7%
CENTRAIS ELETRICAS BRASILIER -2.7%
ORMAT TECHNOLOGIES INC -2.4%
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