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
31.0%
% of CNRG's 42 holdings also in TAN
40.6%
% of TAN's 32 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 | |
|---|---|---|---|---|
 |
JINKOSOLAR HOLDING CO-ADR | 3.3% | 3.8% | 3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.7% | 2.8% | 2.7% |
 |
SUNRUN INC. | 2.1% | 4.2% | 2.1% |
|
CANADIAN SOLAR INC | 2.1% | 2.1% | 2.1% |
|
FIRST SOLAR INC | 2.0% | 10.5% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to TAN
|
GE VERONA | 5.6% |
|
TESLA MOTORS INC | 5.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
|
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% |
CNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -8.6% |
|
GCL POLY ENERGY HOLDINGS LTD | -7.5% |
|
ENPHASE ENERGY INC | -6.5% |
|
NEXTRACKER, INC. CLASS A | -6.3% |
|
XINYI SOLAR HOLDINGS LTD | -5.1% |
 |
NEOEN S.A. | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.2% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -2.9% |
|
FLAT GLASS GROUP CO., LTD. CLASS H | -2.6% |