Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
25.0%
% of FRNW's 52 holdings also in RNEW
31.6%
% of RNEW's 42 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus RNEW)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.5% | 3.8% | 3.5% |
|
ENPHASE ENERGY INC | 3.2% | 4.1% | 3.2% |
|
ITRON INC | 2.7% | 2.8% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 2.6% | 2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to RNEW
 |
VESTAS WIND SYSTEMS A/S | 4.7% |
|
GE VERONA | 4.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.7% |
|
DONG ENERGY A/S | 3.4% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
 |
VERBUND AG | 3.1% |
 |
NORDEX AG | 2.7% |
 |
VINCI SA | 2.6% |
|
NEOEN S.A. | 2.5% |
 |
ACCIONA SA | 2.5% |
FRNW Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.7% |
|
CHENIERE ENERGY INC | -6.2% |
|
WASTE MANAGEMENT INC | -6.2% |
|
CHENIERE ENERGY PARTNERS LP | -6.0% |
|
ECOLAB INC | -5.5% |
|
CLEAN HARBORS INC | -4.8% |
|
RIVIAN AUTOMOTIVE INC-A | -4.7% |
|
QUANTA SERVICES INC | -4.6% |
|
DONALDSON CO INC | -4.4% |
|
CASELLA WASTE SYSTEMS INC-A | -4.4% |