Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
25.6%
% of CNRG's 43 holdings also in RAYS
22.4%
% of RAYS's 49 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus RAYS)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 2.1% | 2.5% | 2.1% |
|
FIRST SOLAR INC | 2.0% | 8.4% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 1.9% | 5.7% | 1.9% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | 3.1% | 1.6% | 1.6% |
|
ARRAY TECHNOLOGIES INC | 1.6% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to RAYS
|
GE VERONA | 5.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.3% |
|
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% |
CNRG Underweight Relative to RAYS
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | -10.3% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.7% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -7.0% |
|
FIRST SOLAR INC | -6.4% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.7% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.9% |
|
NEXTRACKER, INC. CLASS A | -3.8% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.6% |
|
ENPHASE ENERGY INC | -3.2% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -3.0% |