Fund Overlap

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


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OVERLAP
24%

OVERLAP
BY WEIGHT
10

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
13%
ALSO IN ACES
ACES
34
HOLDINGS
29%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ACES)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in ACES
Overlap
FIRST SOLAR INC 8.8% 6.2% 6.2%
NEXTRACKER, INC. CLASS A 7.2% 5.5% 5.5%
ENPHASE ENERGY INC 4.9% 5.9% 4.9%
PLUG POWER INC 3.0% 5.4% 3.0%
CLEARWAY ENERGY, INC. CLASS C 1.7% 4.0% 1.7%
ICLN Overweight Relative to ACES
BLOOM ENERGY CORPORATION CLASS A 11.4%
CHINA YANGTZE POWER CO LTD-A 5.4%
FIRST SOLAR INC 2.6%
VESTAS WIND SYSTEMS A/S 2.6%
SOLAREDGE TECHNOLOGIES, INC. 2.5%
EQUATORIAL ENERGIA SA - ORD 2.3%
SUZLON ENERGY LIMITED 2.2%
EDP-ENERGIAS DE PORTUGAL SA 1.9%
CHUBU ELECTRIC POWER CO INC 1.8%
NEXTRACKER, INC. CLASS A 1.7%
ICLN Underweight Relative to ACES
ORMAT TECHNOLOGIES INC -5.4%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
HANNON ARMSTRONG SUSTAINABLE -4.5%
RIVIAN AUTOMOTIVE INC-A -4.5%
NORTHLAND POWER INC -4.4%
TESLA MOTORS INC -4.2%
ALBEMARLE CORP -4.0%
ITRON INC -3.7%
SUNRUN INC. -3.7%
BORALEX INC -CL 'A' -2.9%
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