Fund Overlap

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


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OVERLAP
37%

OVERLAP
BY WEIGHT
18

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

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Company Weight
in ICLN
Weight
in TAN
Overlap
FIRST SOLAR INC 9.6% 10.3% 9.6%
NEXTRACKER, INC. CLASS A 8.5% 10.5% 8.5%
ENPHASE ENERGY INC 6.0% 6.7% 6.0%
SOLAREDGE TECHNOLOGIES, INC. 3.0% 5.0% 3.0%
CLEARWAY ENERGY, INC. CLASS C 1.7% 3.2% 1.7%
ICLN Overweight Relative to TAN
BLOOM ENERGY CORPORATION CLASS A 12.2%
CHINA YANGTZE POWER CO LTD-A 5.4%
PLUG POWER INC 3.7%
VESTAS WIND SYSTEMS A/S 2.7%
EQUATORIAL ENERGIA SA - ORD 2.3%
SUZLON ENERGY LIMITED 2.1%
EDP-ENERGIAS DE PORTUGAL SA 1.9%
CHUBU ELECTRIC POWER CO INC 1.9%
DOOSAN FUEL CELL CO., LTD. 1.6%
ORSTED 1.6%
ICLN Underweight Relative to TAN
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%
ARRAY TECHNOLOGIES INC -3.0%
ENLIGHT RENEWABLE ENERGY LTD -2.4%
SOLARIA ENERGIA Y MEDIO AMBI -2.4%
GRENERGY RENOVABLES S.A -2.2%
SHOALS TECHNOLOGIES GROUP, INC. CLAS -2.0%
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