Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

11
Number of overlapping holdings
15.7%
% of ICLN's 97 holdings also in CNRG
27.5%
% of CNRG's 40 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus CNRG)
Overlapping Holdings
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Company | Weight in ICLN |
Weight in CNRG |
Overlap | |
---|---|---|---|---|
NEXTRACKER, INC. CLASS A | 3.5% | 4.6% | 3.5% | |
ENPHASE ENERGY INC | 4.3% | 3.0% | 3.0% | |
FIRST SOLAR INC | 5.4% | 2.7% | 2.7% | |
ORMAT TECHNOLOGIES INC | 2.5% | 3.8% | 2.5% | |
SUNRUN INC. | 0.7% | 2.8% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to CNRG
IBERDROLA SA | 7.6% | |
SSE PLC | 6.8% | |
VESTAS WIND SYSTEMS A/S | 5.6% | |
CHINA YANGTZE POWER CO LTD-A | 4.8% | |
EDP-ENERGIAS DE PORTUGAL SA | 4.1% | |
EQUATORIAL ENERGIA SA - ORD | 3.5% | |
CHUBU ELECTRIC POWER CO INC | 3.4% | |
DONG ENERGY A/S | 3.3% | |
SUZLON ENERGY LIMITED | 3.2% | |
CENTRAIS ELETRICAS BRASILIER | 3.0% |
ICLN Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A | -6.2% | |
ALLETE INC | -4.2% | |
GE VERONA | -4.0% | |
NEXTERA ENERGY GROUP | -3.8% | |
CONSTELLATION ENERGY CORPORATION | -3.7% | |
SOLAREDGE TECHNOLOGIES, INC. | -3.3% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% | |
AES CORP | -3.2% | |
BLOOM ENERGY CORPORATION CLASS A | -3.0% | |
ARCOSA INC | -3.0% |