Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
19%
ALSO IN ACES
ACES
34
HOLDINGS
38%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 10.0% | 6.2% | 6.2% |
|
FIRST SOLAR INC | 6.6% | 3.9% | 3.9% |
|
ENPHASE ENERGY INC | 3.9% | 7.4% | 3.9% |
|
ORMAT TECHNOLOGIES INC | 3.4% | 5.1% | 3.4% |
|
SUNRUN INC. | 2.1% | 5.1% | 2.1% |
ICLN Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 9.7% |
 |
IBERDROLA SA | 5.6% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.5% |
|
NEXTRACKER, INC. CLASS A | 3.8% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.8% |
|
FIRST SOLAR INC | 2.7% |
 |
VESTAS WIND SYSTEMS A/S | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.1% |
 |
CHUBU ELECTRIC POWER CO INC | 2.0% |
ICLN Underweight Relative to ACES
|
ALBEMARLE CORP | -6.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
ITRON INC | -4.9% |
|
TESLA MOTORS INC | -4.2% |
|
RIVIAN AUTOMOTIVE INC-A | -3.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.8% |
|
NORTHLAND POWER INC | -3.5% |
|
ENPHASE ENERGY INC | -3.5% |
|
SUNRUN INC. | -3.1% |