Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
29.3%
% of CNRG's 41 holdings also in TAN
40.0%
% of TAN's 30 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus TAN)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 4.5% | 9.6% | 4.5% |
|
ENPHASE ENERGY INC | 3.2% | 11.0% | 3.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.9% | 3.0% | 3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.2% | 2.9% | 2.9% |
|
JINKOSOLAR HOLDING CO-ADR | 2.8% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to TAN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 4.7% |
|
ALLETE INC | 3.9% |
|
NEXTERA ENERGY GROUP | 3.7% |
|
AES CORP | 3.5% |
|
GE VERONA | 3.4% |
|
ORMAT TECHNOLOGIES INC | 3.4% |
|
CONSTELLATION ENERGY CORPORATION | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.3% |
|
GENERAC HOLDINGS INC | 2.9% |
|
ARCOSA INC | 2.9% |
CNRG Underweight Relative to TAN
|
ENPHASE ENERGY INC | -7.8% |
|
FIRST SOLAR INC | -7.5% |
|
GCL POLY ENERGY HOLDINGS LTD | -6.4% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
|
NEXTRACKER, INC. CLASS A | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.7% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.8% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.2% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -2.5% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | -2.5% |