Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
TCAI
43
HOLDINGS
20%
ALSO IN POW
POW
48
HOLDINGS
19%
ALSO IN TCAI
SECTOR DRIFT (TCAI minus POW)
OVERLAPPING HOLDINGS
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| Company | Weight in TCAI |
Weight in POW |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.5% | 5.7% | 4.5% |
|
GE VERONA | 3.5% | 3.5% | 3.5% |
|
NVENT ELECTRIC PLC | 2.7% | 4.3% | 2.7% |
|
AMPHENOL CORP-CL A | 1.9% | 1.8% | 1.8% |
|
CONSTELLATION ENERGY CORPORATION | 2.2% | 1.6% | 1.6% |
TCAI Overweight Relative to POW
|
DELL TECHNOLOGIES INC CLASS C | 5.6% |
|
CIENA CORP | 5.2% |
|
VERTIV HOLDINGS CO. CLASS A | 5.0% |
|
MICRON TECHNOLOGY INC | 4.7% |
|
SANDISK CORP | 4.1% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 3.5% |
|
MYR GROUP INC/DELAWARE | 3.1% |
|
WESTERN DIGITAL CORP | 3.0% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.5% |
|
CIPHER MINING INC | 2.5% |
TCAI Underweight Relative to POW
 |
DELTA ELECTRONICS INC | -6.0% |
|
EATON CORP PLC | -4.8% |
 |
PRYSMIAN SPA | -4.1% |
 |
LS INDUSTRIAL SYSTEMS | -3.7% |
|
POWELL INDUSTRIES INC | -3.7% |
|
BEL FUSE INC-CL B | -3.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.3% |
|
HUBBELL INCORPORATED CLASS B | -3.0% |
|
AMERICAN ELECTRIC POWER | -2.7% |
 |
HAMMOND POWER SOLUTIONS INC. CLASS A | -2.6% |