Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
TCAI
47
HOLDINGS
26%
ALSO IN POW
POW
54
HOLDINGS
23%
ALSO IN TCAI
SECTOR DRIFT (TCAI minus POW)
OVERLAPPING HOLDINGS
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| Company | Weight in TCAI |
Weight in POW |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 3.3% | 4.8% | 3.3% |
|
NVENT ELECTRIC PLC | 3.1% | 3.7% | 3.1% |
|
GE VERONA | 3.1% | 3.4% | 3.1% |
|
MASTEC INC | 2.7% | 1.8% | 1.8% |
|
CONSTELLATION ENERGY CORPORATION | 2.7% | 1.4% | 1.4% |
TCAI Overweight Relative to POW
|
DELL TECHNOLOGIES INC CLASS C | 5.4% |
|
MICRON TECHNOLOGY INC | 5.0% |
|
VERTIV HOLDINGS CO. CLASS A | 4.4% |
|
CIENA CORP | 3.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 3.5% |
|
WESTERN DIGITAL CORP | 3.2% |
|
SANDISK CORP | 3.1% |
|
MYR GROUP INC/DELAWARE | 2.8% |
|
CIPHER MINING INC | 2.5% |
|
DYCOM INDUSTRIES INC | 2.4% |
TCAI Underweight Relative to POW
 |
DELTA ELECTRONICS INC | -5.1% |
|
EATON CORP PLC | -4.3% |
|
POWELL INDUSTRIES INC | -4.2% |
 |
PRYSMIAN SPA | -4.1% |
 |
LS INDUSTRIAL SYSTEMS | -4.0% |
|
BEL FUSE INC-CL B | -3.8% |
|
HUBBELL INCORPORATED CLASS B | -2.9% |
 |
HAMMOND POWER SOLUTIONS INC. CLASS A | -2.4% |
|
NEXTERA ENERGY GROUP | -2.3% |
|
XCEL ENERGY INC | -2.2% |