Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
34.0%
% of FRNW's 66 holdings also in CNRG
39.5%
% of CNRG's 43 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus CNRG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 5.2% | 5.8% | 5.2% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 3.3% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% | 4.3% | 2.1% |
|
SUNRUN INC. | 2.7% | 2.1% | 2.1% |
|
FIRST SOLAR INC | 4.0% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to CNRG
 |
VESTAS WIND SYSTEMS A/S | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
 |
NEOEN S.A. | 2.3% |
|
ENPHASE ENERGY INC | 2.2% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.2% |
FRNW Underweight Relative to CNRG
|
TESLA MOTORS INC | -4.1% |
|
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% |
|
CUMMINS INC | -3.0% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |
|
VALMONT INDUSTRIES | -2.8% |