Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
56.4%
% of RNEW's 43 holdings also in CCSO
20.4%
% of CCSO's 109 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus CCSO)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
REPUBLIC SERVICES INC | 6.3% | 6.4% | 6.3% |
|
WASTE MANAGEMENT INC | 5.9% | 6.1% | 5.9% |
|
QUANTA SERVICES INC | 4.2% | 4.3% | 4.2% |
|
TESLA MOTORS INC | 3.5% | 3.6% | 3.5% |
|
RIVIAN AUTOMOTIVE INC-A | 4.9% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to CCSO
|
CHENIERE ENERGY PARTNERS LP | 6.2% |
|
CHENIERE ENERGY INC | 5.9% |
|
ECOLAB INC | 5.6% |
|
DONALDSON CO INC | 4.6% |
|
CLEAN HARBORS INC | 4.5% |
|
CASELLA WASTE SYSTEMS INC-A | 4.0% |
|
ENPHASE ENERGY INC | 3.8% |
|
BORGWARNER INC | 3.5% |
|
IDACORP INC | 3.5% |
|
RIVIAN AUTOMOTIVE INC-A | 3.4% |
RNEW Underweight Relative to CCSO
 |
WASTE CONNECTIONS, INC. | -5.6% |
|
SOUTHERN COPPER CORP | -5.5% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.4% |
|
CARRIER GLOBAL CORP. | -5.0% |
|
GE VERONA | -4.5% |
|
NUCOR CORP | -3.2% |
|
GFL ENVIRONMENTAL INC | -3.1% |
 |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.6% |
|
LENNOX INTERNATIONAL INC | -2.2% |