Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
31.0%
% of PBW's 58 holdings also in RNEW
46.2%
% of RNEW's 43 holdings also in PBW
Overlap by Weight
Sector Drift (PBW minus RNEW)
Overlapping Holdings
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| Company | Weight in PBW |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 1.9% | 2.5% | 1.9% |
|
ITRON INC | 1.8% | 2.7% | 1.8% |
|
RIVIAN AUTOMOTIVE INC-A | 1.7% | 4.9% | 1.7% |
|
ENPHASE ENERGY INC | 1.6% | 4.7% | 1.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.5% | 2.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to RNEW
|
MP MATERIALS CORP CLASS A | 3.0% |
 |
XPENG, INC. ADR SPONSORED CLASS A | 2.9% |
|
AMPRIUS TECHNOLOGIES INC | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.3% |
|
PREFORMED LINE PRODUCTS CO | 2.1% |
|
ALTUS POWER, INC. CLASS A | 2.1% |
|
ESCO TECHNOLOGIES INC | 2.1% |
 |
QUIMICA Y MINERA CHIL-SP ADR | 2.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.9% |
 |
SIGMA LITHIUM CORPORATION | 1.9% |
PBW Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.3% |
|
CHENIERE ENERGY PARTNERS LP | -6.2% |
|
WASTE MANAGEMENT INC | -5.9% |
|
CHENIERE ENERGY INC | -5.9% |
|
ECOLAB INC | -5.6% |
|
DONALDSON CO INC | -4.6% |
|
CLEAN HARBORS INC | -4.5% |
|
LUCID GROUP, INC. | -4.0% |
|
CASELLA WASTE SYSTEMS INC-A | -4.0% |
|
BORGWARNER INC | -3.5% |