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
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% 9.6% 9.6%
NEXTRACKER, INC. CLASS A 10.5% 8.5% 8.5%
ENPHASE ENERGY INC 6.7% 6.0% 6.0%
SOLAREDGE TECHNOLOGIES, INC. 5.0% 3.0% 3.0%
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%
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%
TAN Underweight Relative to ICLN
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%
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