Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
50.0%
% of RNEW's 45 holdings also in ACES
56.8%
% of ACES's 37 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ACES)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.4% | 7.7% | 7.7% |
|
RIVIAN AUTOMOTIVE INC-A | 4.5% | 3.8% | 3.8% |
|
FIRST SOLAR INC | 3.3% | 4.6% | 3.3% |
|
ITRON INC | 2.9% | 6.0% | 2.9% |
|
ORMAT TECHNOLOGIES INC | 2.6% | 5.5% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ACES
|
CHENIERE ENERGY INC | 7.0% |
|
QUANTA SERVICES INC | 6.1% |
|
CLEAN HARBORS INC | 5.8% |
|
REPUBLIC SERVICES INC | 5.8% |
|
WASTE MANAGEMENT INC | 5.7% |
|
ECOLAB INC | 5.3% |
|
DONALDSON CO INC | 5.0% |
|
BORGWARNER INC | 4.3% |
|
CASELLA WASTE SYSTEMS INC-A | 3.3% |
|
IDACORP INC | 3.2% |
RNEW Underweight Relative to ACES
|
ALBEMARLE CORP | -6.8% |
|
ARCADIUM LITHIUM PLC | -6.6% |
|
DARLING INTERNATIONAL INC | -5.9% |
|
NEXTRACKER, INC. CLASS A | -5.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.2% |
|
NORTHLAND POWER INC | -4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.9% |
|
ITRON INC | -3.1% |
|
ORMAT TECHNOLOGIES INC | -2.9% |
|
BORALEX INC -CL 'A' | -2.8% |