Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
47.6%
% of CNRG's 42 holdings also in PBW
33.3%
% of PBW's 60 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus PBW)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 5.0% | 3.3% | 3.3% |
|
TESLA MOTORS INC | 5.3% | 2.7% | 2.7% |
 |
JINKOSOLAR HOLDING CO-ADR | 3.3% | 2.2% | 2.2% |
|
PLUG POWER INC | 2.5% | 1.8% | 1.8% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.1% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to PBW
|
GE VERONA | 5.6% |
|
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% |
|
CUMMINS INC | 2.9% |
 |
TRANSALTA CORP | 2.9% |
|
CORNING INC | 2.7% |
CNRG Underweight Relative to PBW
|
ARCHER AVIATION INC CLASS A | -3.8% |
|
ARCADIUM LITHIUM PLC | -3.0% |
|
MYR GROUP INC/DELAWARE | -2.3% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -2.2% |
|
JOBY AVIATION, INC. | -2.1% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -2.1% |
|
EVGO, INC. CLASS A | -2.1% |
|
HYLIION HOLDINGS CORP. CLASS A | -2.0% |
|
MP MATERIALS CORP CLASS A | -2.0% |
|
XPENG, INC. ADR SPONSORED CLASS A | -1.9% |