Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
31.0%
% of TAN's 29 holdings also in QCLN
19.6%
% of QCLN's 49 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 | 11.3% | 8.8% | 8.8% |
|
ENPHASE ENERGY INC | 10.5% | 4.3% | 4.3% |
|
NEXTRACKER, INC. CLASS A | 10.1% | 4.2% | 4.2% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.3% | 2.1% | 2.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.1% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to QCLN
|
ENPHASE ENERGY INC | 6.2% |
|
NEXTRACKER, INC. CLASS A | 5.9% |
 |
GCL POLY ENERGY HOLDINGS LTD | 5.6% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
|
SUNRUN INC. | 3.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.5% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 2.8% |
|
JINKOSOLAR HOLDING CO-ADR | 2.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.6% |
|
GRENERGY RENOVABLES S.A | 2.5% |
TAN Underweight Relative to QCLN
|
RIVIAN AUTOMOTIVE INC-A | -9.1% |
|
TESLA MOTORS INC | -7.8% |
|
ON SEMICONDUCTOR CORPORATION | -6.9% |
|
LUCID GROUP, INC. | -5.0% |
|
ACUITY BRANDS INC | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.5% |
|
UNIVERSAL DISPLAY CORP | -3.5% |
|
ITRON INC | -3.4% |
|
ALBEMARLE CORP | -3.2% |
|
ORMAT TECHNOLOGIES INC | -3.2% |