Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
19%
ALSO IN ACES
ACES
33
HOLDINGS
39%
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 | 6.0% | 5.7% | 5.7% |
|
FIRST SOLAR INC | 8.4% | 5.5% | 5.5% |
|
ORMAT TECHNOLOGIES INC | 3.1% | 5.4% | 3.1% |
|
ENPHASE ENERGY INC | 1.8% | 3.5% | 1.8% |
|
SUNRUN INC. | 1.4% | 4.2% | 1.4% |
ICLN Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 10.3% |
 |
IBERDROLA SA | 6.2% |
 |
VESTAS WIND SYSTEMS A/S | 5.7% |
 |
CHUBU ELECTRIC POWER CO INC | 3.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 3.5% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% |
 |
SUZLON ENERGY LIMITED | 3.1% |
|
FIRST SOLAR INC | 3.0% |
|
DONG ENERGY A/S | 2.7% |
ICLN Underweight Relative to ACES
|
ALBEMARLE CORP | -6.7% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -5.7% |
|
TESLA MOTORS INC | -5.7% |
|
RIVIAN AUTOMOTIVE INC-A | -5.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.0% |
|
ITRON INC | -3.6% |
|
SUNRUN INC. | -2.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.6% |
|
NORTHLAND POWER INC | -2.6% |