Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
33.3%
% of FRNW's 52 holdings also in CNRG
39.0%
% of CNRG's 41 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 | 4.2% | 3.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 4.5% | 3.4% |
|
ENPHASE ENERGY INC | 3.2% | 3.2% | 3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% | 3.3% | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 3.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to CNRG
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 3.1% |
|
ITRON INC | 2.7% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
NORTHLAND POWER INC | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -4.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.9% |
|
ALLETE INC | -3.9% |
|
NEXTERA ENERGY GROUP | -3.7% |
|
AES CORP | -3.5% |
|
CONSTELLATION ENERGY CORPORATION | -3.3% |
|
GENERAC HOLDINGS INC | -2.9% |
|
ARCOSA INC | -2.9% |
|
ADT, INC. | -2.8% |
|
CORNING INC | -2.4% |