Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
QCLN
53
HOLDINGS
56%
ALSO IN PBW
PBW
70
HOLDINGS
47%
ALSO IN QCLN
SECTOR DRIFT (QCLN minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in QCLN |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 7.0% | 2.6% | 2.6% |
|
MONOLITHIC POWER SYSTEMS INC | 9.2% | 1.6% | 1.6% |
|
FIRST SOLAR INC | 7.1% | 1.5% | 1.5% |
|
ENPHASE ENERGY INC | 1.8% | 1.4% | 1.4% |
|
ORMAT TECHNOLOGIES INC | 2.2% | 1.3% | 1.3% |
QCLN Overweight Relative to PBW
|
ON SEMICONDUCTOR CORPORATION | 7.7% |
|
MONOLITHIC POWER SYSTEMS INC | 7.5% |
|
TESLA MOTORS INC | 6.5% |
|
FIRST SOLAR INC | 5.6% |
|
RIVIAN AUTOMOTIVE INC-A | 4.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 3.7% |
|
ACUITY BRANDS INC | 3.7% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.1% |
|
ADVANCED ENERGY INDUSTRIES | 3.0% |
QCLN Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
ASPEN AEROGELS INC | -2.1% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -2.0% |
|
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |
|
LIFEZONE HOLDINGS LTD | -1.7% |
|
LITHIUM ARGENTINA AG | -1.6% |