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 9.6% 9.2% 9.2%
NEXTRACKER, INC. CLASS A 9.2% 4.2% 4.2%
ENPHASE ENERGY INC 6.9% 2.2% 2.2%
SUNRUN INC. 6.5% 1.2% 1.2%
CLEARWAY ENERGY, INC. CLASS C 3.1% 1.0% 1.0%
TAN Overweight Relative to ICLN
GCL POLY ENERGY HOLDINGS LTD 7.6%
SUNRUN INC. 5.3%
NEXTRACKER, INC. CLASS A 5.0%
ENPHASE ENERGY INC 4.7%
ENLIGHT RENEWABLE ENERGY LTD 4.5%
XINYI SOLAR HOLDINGS LTD 4.2%
HANNON ARMSTRONG SUSTAINABLE 3.9%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.8%
SOLAREDGE TECHNOLOGIES, INC. 2.8%
SHOALS TECHNOLOGIES GROUP, INC. CLAS 2.7%
TAN Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -6.0%
VESTAS WIND SYSTEMS A/S -5.9%
IBERDROLA SA -5.7%
SSE PLC -5.0%
EDP-ENERGIAS DE PORTUGAL SA -4.2%
CHUBU ELECTRIC POWER CO INC -3.5%
CHINA YANGTZE POWER CO LTD-A -3.4%
EQUATORIAL ENERGIA SA - ORD -3.1%
CENTRAIS ELETRICAS BRASILIER -2.6%
ORMAT TECHNOLOGIES INC -2.3%
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