Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
44.2%
% of CNRG's 43 holdings also in QCLN
37.3%
% of QCLN's 54 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus QCLN)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.1% | 12.8% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.3% | 2.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 3.3% | 2.7% | 2.7% |
|
FIRST SOLAR INC | 2.0% | 7.2% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 3.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to QCLN
|
GE VERONA | 5.8% |
|
GENERAC HOLDINGS INC | 4.0% |
|
ARCOSA INC | 3.7% |
|
NEXTERA ENERGY GROUP | 3.3% |
|
CONSTELLATION ENERGY CORPORATION | 3.2% |
|
AVANGRID, INC. | 3.2% |
|
ALLETE INC | 3.2% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | 3.1% |
|
CUMMINS INC | 3.0% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.0% |
CNRG Underweight Relative to QCLN
|
TESLA MOTORS INC | -8.8% |
|
ON SEMICONDUCTOR CORPORATION | -7.1% |
|
ACUITY BRANDS INC | -5.5% |
|
RIVIAN AUTOMOTIVE INC-A | -5.4% |
|
FIRST SOLAR INC | -5.2% |
|
ALBEMARLE CORP | -4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.0% |
|
UNIVERSAL DISPLAY CORP | -3.6% |
|
ARCADIUM LITHIUM PLC | -3.2% |
|
ITRON INC | -2.9% |