Fund Overlap

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


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OVERLAP
32%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
64%
ALSO IN ICLN
ICLN
106
HOLDINGS
24%
ALSO IN TAN
SECTOR DRIFT (TAN minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in ICLN
Overlap
FIRST SOLAR INC 10.3% 8.8% 8.8%
NEXTRACKER, INC. CLASS A 10.5% 7.2% 7.2%
ENPHASE ENERGY INC 6.7% 4.9% 4.9%
SOLAREDGE TECHNOLOGIES, INC. 5.0% 2.5% 2.5%
CLEARWAY ENERGY, INC. CLASS C 3.2% 1.7% 1.7%
TAN Overweight Relative to ICLN
SUNRUN INC. 6.8%
GCL POLY ENERGY HOLDINGS LTD 6.0%
XINYI SOLAR HOLDINGS LTD 4.5%
HANNON ARMSTRONG SUSTAINABLE 4.0%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3%
NEXTRACKER, INC. CLASS A 3.3%
ARRAY TECHNOLOGIES INC 3.1%
ENLIGHT RENEWABLE ENERGY LTD 2.6%
SOLAREDGE TECHNOLOGIES, INC. 2.5%
SOLARIA ENERGIA Y MEDIO AMBI 2.4%
TAN Underweight Relative to ICLN
BLOOM ENERGY CORPORATION CLASS A -11.4%
CHINA YANGTZE POWER CO LTD-A -5.4%
PLUG POWER INC -3.0%
VESTAS WIND SYSTEMS A/S -2.6%
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%
ORSTED -1.5%
DOOSAN FUEL CELL CO., LTD. -1.5%
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