Fund Overlap

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


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OVERLAP
26%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
ICLN
100
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 9.9% 6.7% 6.7%
FIRST SOLAR INC 6.0% 3.9% 3.9%
ENPHASE ENERGY INC 3.5% 7.2% 3.5%
ORMAT TECHNOLOGIES INC 3.1% 5.0% 3.1%
CLEARWAY ENERGY, INC. CLASS C 2.0% 4.2% 2.0%
ICLN Overweight Relative to ACES
BLOOM ENERGY CORPORATION CLASS A 10.5%
IBERDROLA SA 5.7%
CHINA YANGTZE POWER CO LTD-A 4.7%
NEXTRACKER, INC. CLASS A 3.2%
EQUATORIAL ENERGIA SA - ORD 2.8%
SUZLON ENERGY LIMITED 2.2%
VESTAS WIND SYSTEMS A/S 2.2%
EDP-ENERGIAS DE PORTUGAL SA 2.1%
FIRST SOLAR INC 2.1%
CHUBU ELECTRIC POWER CO INC 2.0%
ICLN Underweight Relative to ACES
ALBEMARLE CORP -6.4%
BROOKFIELD RENEWABLE PARTNERS LP -5.4%
HANNON ARMSTRONG SUSTAINABLE -5.4%
ITRON INC -4.7%
TESLA MOTORS INC -4.4%
NORTHLAND POWER INC -4.3%
RIVIAN AUTOMOTIVE INC-A -4.2%
ENPHASE ENERGY INC -3.7%
ANDERSONS INC/THE -3.0%
AMPRIUS TECHNOLOGIES INC -2.4%
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