Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
56.8%
% of ACES's 37 holdings also in RNEW
50.0%
% of RNEW's 45 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus RNEW)
Overlapping Holdings
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| Company | Weight in ACES |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.7% | 9.4% | 7.7% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% | 4.5% | 3.8% |
|
FIRST SOLAR INC | 4.6% | 3.3% | 3.3% |
|
ITRON INC | 6.0% | 2.9% | 2.9% |
|
ORMAT TECHNOLOGIES INC | 5.5% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to RNEW
|
ALBEMARLE CORP | 6.8% |
|
ARCADIUM LITHIUM PLC | 6.6% |
|
DARLING INTERNATIONAL INC | 5.9% |
|
NEXTRACKER, INC. CLASS A | 5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
NORTHLAND POWER INC | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 3.9% |
|
ITRON INC | 3.1% |
|
ORMAT TECHNOLOGIES INC | 2.9% |
|
BORALEX INC -CL 'A' | 2.8% |
ACES Underweight Relative to RNEW
|
CHENIERE ENERGY INC | -7.0% |
|
QUANTA SERVICES INC | -6.1% |
|
CLEAN HARBORS INC | -5.8% |
|
REPUBLIC SERVICES INC | -5.8% |
|
WASTE MANAGEMENT INC | -5.7% |
|
ECOLAB INC | -5.3% |
|
DONALDSON CO INC | -5.0% |
|
BORGWARNER INC | -4.3% |
|
CASELLA WASTE SYSTEMS INC-A | -3.3% |
|
IDACORP INC | -3.2% |