Fund Overlap

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


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OVERLAP
30%

OVERLAP
BY WEIGHT
19

# OF OVERLAPPING
HOLDINGS
TAN
47
HOLDINGS
59%
ALSO IN ICLN
ICLN
106
HOLDINGS
27%
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 9.5% 8.4% 8.4%
NEXTRACKER, INC. CLASS A 10.9% 7.9% 7.9%
ENPHASE ENERGY INC 5.9% 2.5% 2.5%
ENLIGHT RENEWABLE ENERGY LTD 8.9% 2.2% 2.2%
CLEARWAY ENERGY, INC. CLASS C 4.4% 2.1% 2.1%
TAN Overweight Relative to ICLN
ENLIGHT RENEWABLE ENERGY LTD 6.7%
HANNON ARMSTRONG SUSTAINABLE 5.3%
DORAL GROUP RENEWABLE ENERGY RESOURC 4.5%
GCL POLY ENERGY HOLDINGS LTD 3.9%
SUNRUN INC. 3.9%
ENPHASE ENERGY INC 3.5%
NEXTRACKER, INC. CLASS A 3.1%
XINYI SOLAR HOLDINGS LTD 2.8%
SOLAREDGE TECHNOLOGIES, INC. 2.5%
SOLARIA ENERGIA Y MEDIO AMBI 2.3%
TAN Underweight Relative to ICLN
IBERDROLA SA -7.2%
BLOOM ENERGY CORPORATION CLASS A -6.1%
CHINA YANGTZE POWER CO LTD-A -5.6%
AXIA ENERGIA -4.3%
VESTAS WIND SYSTEMS A/S -3.4%
ORMAT TECHNOLOGIES INC -3.0%
CHUBU ELECTRIC POWER CO INC -2.8%
EDP-ENERGIAS DE PORTUGAL SA -2.4%
EQUATORIAL ENERGIA SA - ORD -2.1%
SUZLON ENERGY LIMITED -1.7%
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