Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
20.4%
% of CCSO's 109 holdings also in RNEW
56.4%
% of RNEW's 43 holdings also in CCSO
Overlap by Weight
Sector Drift (CCSO minus RNEW)
Overlapping Holdings
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| Company | Weight in CCSO |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
REPUBLIC SERVICES INC | 6.4% | 6.3% | 6.3% |
|
WASTE MANAGEMENT INC | 6.1% | 5.9% | 5.9% |
|
QUANTA SERVICES INC | 4.3% | 4.2% | 4.2% |
|
TESLA MOTORS INC | 3.6% | 3.5% | 3.5% |
|
RIVIAN AUTOMOTIVE INC-A | 1.5% | 4.9% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
CCSO Overweight Relative to RNEW
 |
WASTE CONNECTIONS, INC. | 5.6% |
|
SOUTHERN COPPER CORP | 5.5% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | 5.4% |
|
CARRIER GLOBAL CORP. | 5.0% |
|
GE VERONA | 4.5% |
|
NUCOR CORP | 3.2% |
|
GFL ENVIRONMENTAL INC | 3.1% |
 |
LI AUTO, INC. SPONSORED ADR CLASS A | 3.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 2.6% |
|
LENNOX INTERNATIONAL INC | 2.2% |
CCSO Underweight Relative to RNEW
|
CHENIERE ENERGY PARTNERS LP | -6.2% |
|
CHENIERE ENERGY INC | -5.9% |
|
ECOLAB INC | -5.6% |
|
DONALDSON CO INC | -4.6% |
|
CLEAN HARBORS INC | -4.5% |
|
CASELLA WASTE SYSTEMS INC-A | -4.0% |
|
ENPHASE ENERGY INC | -3.8% |
|
BORGWARNER INC | -3.5% |
|
IDACORP INC | -3.5% |
|
RIVIAN AUTOMOTIVE INC-A | -3.4% |