Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
40%
ALSO IN PBD
PBD
104
HOLDINGS
29%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus PBD)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 3.7% | 1.8% | 1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 12.2% | 1.6% | 1.6% |
 |
ORSTED | 1.6% | 1.5% | 1.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.4% | 1.4% | 1.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.0% | 1.1% | 1.1% |
ICLN Overweight Relative to PBD
|
BLOOM ENERGY CORPORATION CLASS A | 10.7% |
|
FIRST SOLAR INC | 8.6% |
|
NEXTRACKER, INC. CLASS A | 8.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.4% |
|
ENPHASE ENERGY INC | 5.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.3% |
 |
SUZLON ENERGY LIMITED | 2.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 1.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.9% |
 |
CHUBU ELECTRIC POWER CO INC | 1.9% |
ICLN Underweight Relative to PBD
|
SES AI CORPORATION CLASS A | -1.6% |
 |
TECO ELECTRIC & MACHINERY | -1.6% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -1.5% |
|
SUNRUN INC. | -1.4% |
|
QUANTUMSCAPE CORPORATION CLASS A | -1.4% |
|
NIO INC. SPONSORED ADR CLASS A | -1.3% |
 |
WASION GROUP HOLDINGS LTD | -1.2% |
|
GANFENG LITHIUM CO., LTD. CLASS H | -1.1% |
|
TIANNENG POWER INTL LTD | -1.1% |
|
DELTA ELECTRONICS INC | -1.1% |