Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
38.1%
% of CNRG's 42 holdings also in FRNW
32.0%
% of FRNW's 66 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus FRNW)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 5.6% | 5.2% | 5.2% |
|
ORMAT TECHNOLOGIES INC | 2.9% | 2.5% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% | 2.1% | 2.1% |
|
SUNRUN INC. | 2.1% | 2.7% | 2.1% |
|
FIRST SOLAR INC | 2.0% | 4.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to FRNW
|
TESLA MOTORS INC | 5.3% |
|
ARCOSA INC | 3.8% |
|
GENERAC HOLDINGS INC | 3.5% |
|
CONSTELLATION ENERGY CORPORATION | 3.3% |
|
ALLETE INC | 3.1% |
|
NEXTERA ENERGY GROUP | 3.1% |
|
AVANGRID, INC. | 3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.9% |
|
CUMMINS INC | 2.9% |
 |
TRANSALTA CORP | 2.9% |
CNRG Underweight Relative to FRNW
 |
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% |
|
NORTHLAND POWER INC | -2.4% |
 |
NEOEN S.A. | -2.3% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% |
|
ACCIONA SA | -2.2% |