Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
11.6%
% of CNRG's 43 holdings also in HYDR
19.2%
% of HYDR's 26 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus HYDR)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in HYDR |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 4.3% | 26.7% | 4.3% |
|
CUMMINS INC | 3.0% | 3.3% | 3.0% |
|
PLUG POWER INC | 2.0% | 8.9% | 2.0% |
 |
BALLARD POWER SYSTEMS INC | 1.1% | 4.9% | 1.1% |
|
HYSTER-YALE MATERIALS | 1.3% | 0.3% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to HYDR
|
GE VERONA | 5.8% |
|
TESLA MOTORS INC | 4.1% |
|
GENERAC HOLDINGS INC | 4.0% |
|
ARCOSA INC | 3.7% |
|
NEXTERA ENERGY GROUP | 3.3% |
|
ORMAT TECHNOLOGIES INC | 3.3% |
|
CONSTELLATION ENERGY CORPORATION | 3.2% |
|
AVANGRID, INC. | 3.2% |
|
ALLETE INC | 3.2% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | 3.1% |
CNRG Underweight Relative to HYDR
|
BLOOM ENERGY CORPORATION CLASS A | -22.3% |
 |
NEL ASA | -9.0% |
|
PLUG POWER INC | -6.9% |
|
CERES POWER HOLDINGS PLC | -5.3% |
 |
POWERCELL SWEDEN AB | -5.1% |
 |
ILJIN HYSOLUS CO., LTD. | -4.2% |
 |
SFC ENERGY AG | -4.1% |
|
DOOSAN FUEL CELL CO., LTD. | -4.0% |
|
ITM POWER PLC | -3.7% |
|
BALLARD POWER SYSTEMS INC | -3.7% |