Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
12
Number of overlapping holdings
15.0%
% of ICLN's 98 holdings also in CNRG
29.3%
% of CNRG's 41 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus CNRG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ICLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 3.4% | 3.5% | 3.4% |
|
FIRST SOLAR INC | 8.3% | 2.9% | 2.9% |
|
ENPHASE ENERGY INC | 5.2% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.0% | 2.6% | 2.0% |
|
PLUG POWER INC | 1.4% | 3.6% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to CNRG
 |
IBERDROLA SA | 6.6% |
 |
SSE PLC | 5.8% |
|
FIRST SOLAR INC | 5.3% |
 |
SUZLON ENERGY LIMITED | 4.5% |
 |
CHINA YANGTZE POWER CO LTD-A | 4.4% |
 |
VESTAS WIND SYSTEMS A/S | 4.3% |
 |
CHUBU ELECTRIC POWER CO INC | 4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 3.6% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.6% |
|
DONG ENERGY A/S | 2.5% |
ICLN Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -4.8% |
|
CONSTELLATION ENERGY CORPORATION | -4.0% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -3.4% |
|
GE VERONA | -3.3% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.3% |
|
ALLETE INC | -3.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.1% |
|
ARRAY TECHNOLOGIES INC | -3.0% |
|
AMERESCO INC-CL A | -2.9% |
|
GENERAC HOLDINGS INC | -2.9% |