Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
34.1%
% of CNRG's 41 holdings also in PBD
13.2%
% of PBD's 107 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus PBD)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
EOS ENERGY ENTERPRISES, INC. CLASS A | 4.8% | 2.0% | 2.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% | 1.6% | 1.6% |
|
PLUG POWER INC | 3.6% | 1.3% | 1.3% |
 |
JINKOSOLAR HOLDING CO-ADR | 2.8% | 1.0% | 1.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.2% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to PBD
|
CONSTELLATION ENERGY CORPORATION | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.5% |
|
GE VERONA | 3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.3% |
|
ALLETE INC | 3.1% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.0% |
|
GENERAC HOLDINGS INC | 2.9% |
|
NEXTERA ENERGY GROUP | 2.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 2.8% |
|
ARRAY TECHNOLOGIES INC | 2.8% |
CNRG Underweight Relative to PBD
|
ARCHER AVIATION INC CLASS A | -1.9% |
 |
RENEWABLE ENERGY CORP AS | -1.6% |
|
LUCID GROUP, INC. | -1.3% |
 |
BALLARD POWER SYSTEMS INC | -1.3% |
 |
SINO-AMERICAN SILICON PRODUC | -1.2% |
|
RIVIAN AUTOMOTIVE INC-A | -1.2% |
|
CORE & MAIN, INC. CLASS A | -1.1% |
 |
SMA SOLAR TECHNOLOGY AG | -1.1% |
 |
LS INDUSTRIAL SYSTEMS | -1.1% |
 |
TIANNENG POWER INTL LTD | -1.1% |