Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
31.0%
% of RNEW's 45 holdings also in CNRG
30.2%
% of CNRG's 43 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus CNRG)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.4% | 4.1% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.6% | 4.3% | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.6% | 3.3% | 2.6% |
|
FIRST SOLAR INC | 3.3% | 2.0% | 2.0% |
|
ENPHASE ENERGY INC | 2.3% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to CNRG
|
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% |
|
TESLA MOTORS INC | 5.4% |
|
ECOLAB INC | 5.3% |
|
DONALDSON CO INC | 5.0% |
|
RIVIAN AUTOMOTIVE INC-A | 4.5% |
|
BORGWARNER INC | 4.3% |
RNEW Underweight Relative to CNRG
|
GE VERONA | -5.8% |
|
GENERAC HOLDINGS INC | -4.0% |
|
ARCOSA INC | -3.7% |
|
NEXTERA ENERGY GROUP | -3.3% |
|
CONSTELLATION ENERGY CORPORATION | -3.2% |
|
AVANGRID, INC. | -3.2% |
|
ALLETE INC | -3.2% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | -3.1% |
|
CUMMINS INC | -3.0% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.0% |