Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
36.8%
% of TAN's 38 holdings also in QCLN
25.5%
% of QCLN's 57 holdings also in TAN
Overlap by Weight
Sector Drift (TAN minus QCLN)
Overlapping Holdings
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| Company | Weight in TAN |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 12.4% | 10.1% | 10.1% |
|
ENPHASE ENERGY INC | 9.4% | 7.6% | 7.6% |
|
NEXTRACKER, INC. CLASS A | 8.0% | 3.3% | 3.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.0% | 1.8% | 1.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.2% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to QCLN
 |
GCL POLY ENERGY HOLDINGS LTD | 4.8% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
|
NEXTRACKER, INC. CLASS A | 4.7% |
 |
ENCAVIS AG | 3.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.6% |
|
ARRAY TECHNOLOGIES INC | 3.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.2% |
|
SUNRUN INC. | 2.8% |
 |
NEOEN S.A. | 2.6% |
 |
HANWHA CHEMICAL CORP | 2.5% |
TAN 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% |