Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
35.1%
% of ACES's 37 holdings also in FRNW
26.0%
% of FRNW's 66 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus FRNW)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.7% | 4.0% | 4.0% |
|
ENPHASE ENERGY INC | 3.3% | 3.6% | 3.3% |
|
SUNRUN INC. | 2.6% | 2.7% | 2.6% |
|
ORMAT TECHNOLOGIES INC | 4.8% | 2.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 5.0% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to FRNW
|
TESLA MOTORS INC | 10.1% |
|
ARCADIUM LITHIUM PLC | 6.3% |
|
ALBEMARLE CORP | 6.3% |
|
ITRON INC | 5.6% |
|
RIVIAN AUTOMOTIVE INC-A | 5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% |
|
DARLING INTERNATIONAL INC | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
|
LUCID GROUP, INC. | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.5% |
ACES Underweight Relative to FRNW
|
GE VERONA | -5.2% |
 |
VESTAS WIND SYSTEMS A/S | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -2.9% |
 |
MERIDIAN ENERGY LTD | -2.5% |
 |
EDP RENOVAVEIS SA | -2.5% |
 |
NEOEN S.A. | -2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% |
|
ACCIONA SA | -2.2% |