Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
30.2%
% of CNRG's 43 holdings also in RNEW
31.0%
% of RNEW's 45 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus RNEW)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.1% | 9.4% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.3% | 2.6% | 2.6% |
|
ORMAT TECHNOLOGIES INC | 3.3% | 2.6% | 2.6% |
|
FIRST SOLAR INC | 2.0% | 3.3% | 2.0% |
|
ENPHASE ENERGY INC | 1.4% | 2.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to RNEW
|
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 RNEW
|
CHENIERE ENERGY INC | -7.0% |
|
QUANTA SERVICES INC | -6.1% |
|
CLEAN HARBORS INC | -5.8% |
|
REPUBLIC SERVICES INC | -5.8% |
|
WASTE MANAGEMENT INC | -5.7% |
|
TESLA MOTORS INC | -5.4% |
|
ECOLAB INC | -5.3% |
|
DONALDSON CO INC | -5.0% |
|
RIVIAN AUTOMOTIVE INC-A | -4.5% |
|
BORGWARNER INC | -4.3% |