Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
40.0%
% of FRNW's 66 holdings also in CTEC
60.6%
% of CTEC's 35 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus CTEC)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in CTEC |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 4.0% | 4.3% | 4.0% |
 |
FIRST SOLAR INC | 4.0% | 5.4% | 4.0% |
|
ENPHASE ENERGY INC | 3.6% | 3.7% | 3.6% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 6.9% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% | 8.9% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to CTEC
|
GE VERONA | 5.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
|
DONG ENERGY A/S | 3.4% |
 |
VERBUND AG | 2.9% |
|
SUNRUN INC. | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.5% |
 |
MERIDIAN ENERGY LTD | 2.5% |
 |
EDP RENOVAVEIS SA | 2.5% |
 |
NORTHLAND POWER INC | 2.4% |
 |
NEOEN S.A. | 2.3% |
FRNW Underweight Relative to CTEC
|
BLOOM ENERGY CORPORATION CLASS A | -6.8% |
 |
CHINA EVERBRIGHT INTL LTD | -5.3% |
 |
JOHNSON MATTHEY PLC | -4.6% |
|
FLUENCE ENERGY INC CLASS A | -4.5% |
|
NEXTRACKER, INC. CLASS A | -4.4% |
 |
SAMSUNG SDI CO LTD | -4.3% |
|
QUANTUMSCAPE CORPORATION CLASS A | -4.0% |
 |
XINYI SOLAR HOLDINGS LTD | -3.9% |
 |
SIMPLO TECHNOLOGY CO LTD | -3.7% |
 |
NORDEX AG | -3.3% |