Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
29.2%
% of FRNW's 52 holdings also in ACES
38.9%
% of ACES's 36 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus ACES)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.5% | 4.7% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 5.3% | 3.4% |
|
ENPHASE ENERGY INC | 3.2% | 5.1% | 3.2% |
|
ITRON INC | 2.7% | 5.0% | 2.7% |
 |
NORTHLAND POWER INC | 2.5% | 5.2% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ACES
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to ACES
|
RIVIAN AUTOMOTIVE INC-A | -5.7% |
|
LUCID GROUP, INC. | -5.2% |
|
TESLA MOTORS INC | -5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.0% |
|
DARLING INTERNATIONAL INC | -5.0% |
|
ALBEMARLE CORP | -4.9% |
|
NORTHLAND POWER INC | -2.7% |
|
ORMAT TECHNOLOGIES INC | -2.6% |
|
ANDERSONS INC/THE | -2.6% |