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
26.8%
% of CNRG's 41 holdings also in VCLN
25.0%
% of VCLN's 48 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus VCLN)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 4.4% | 2.9% | 2.9% |
|
ENPHASE ENERGY INC | 2.7% | 5.5% | 2.7% |
|
FIRST SOLAR INC | 2.7% | 7.7% | 2.7% |
|
NEXTERA ENERGY GROUP | 3.1% | 2.4% | 2.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.2% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to VCLN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.7% |
|
ARRAY TECHNOLOGIES INC | 4.1% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.4% |
|
ALLETE INC | 3.3% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.2% |
|
CONSTELLATION ENERGY CORPORATION | 3.2% |
|
ARCOSA INC | 3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.9% |
|
GENERAC HOLDINGS INC | 2.8% |
|
AMERESCO INC-CL A | 2.6% |
CNRG Underweight Relative to VCLN
 |
SSE PLC | -6.4% |
 |
IBERDROLA SA | -6.0% |
|
FIRST SOLAR INC | -5.1% |
 |
VESTAS WIND SYSTEMS A/S | -3.5% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.4% |
 |
FORTUM OYJ | -3.2% |
|
RED ELECTRICA CORP. SA | -3.0% |
|
ENPHASE ENERGY INC | -2.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.5% |
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -2.2% |