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
30.0%
% of PBW's 60 holdings also in RNEW
42.9%
% of RNEW's 45 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 | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.9% | 2.6% | 2.6% |
|
TESLA MOTORS INC | 2.2% | 9.4% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 1.7% | 2.6% | 1.7% |
|
QUANTA SERVICES INC | 1.7% | 6.1% | 1.7% |
|
ITRON INC | 1.7% | 2.9% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to RNEW
|
ARCADIUM LITHIUM PLC | 3.3% |
|
MYR GROUP INC/DELAWARE | 2.2% |
 |
XPENG, INC. ADR SPONSORED CLASS A | 2.1% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.1% |
|
ARCHER AVIATION INC CLASS A | 2.0% |
|
MP MATERIALS CORP CLASS A | 2.0% |
 |
LITHIUM AMERICAS (ARGENTINA) CORP. | 2.0% |
|
ALBEMARLE CORP | 1.9% |
|
STANDARD LITHIUM LTD. | 1.8% |
|
HYLIION HOLDINGS CORP. CLASS A | 1.8% |
PBW Underweight Relative to RNEW
|
TESLA MOTORS INC | -7.3% |
|
CHENIERE ENERGY INC | -7.0% |
|
CLEAN HARBORS INC | -5.8% |
|
REPUBLIC SERVICES INC | -5.8% |
|
WASTE MANAGEMENT INC | -5.7% |
|
ECOLAB INC | -5.3% |
|
DONALDSON CO INC | -5.0% |
|
QUANTA SERVICES INC | -4.4% |
|
BORGWARNER INC | -4.3% |
|
CASELLA WASTE SYSTEMS INC-A | -3.3% |