Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ACES
32
HOLDINGS
47%
ALSO IN CNRG
CNRG
37
HOLDINGS
42%
ALSO IN ACES
SECTOR DRIFT (ACES minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 3.6% | 3.0% | 3.0% |
|
NEXTRACKER, INC. CLASS A | 4.8% | 2.8% | 2.8% |
|
FIRST SOLAR INC | 4.7% | 2.6% | 2.6% |
|
ENPHASE ENERGY INC | 4.6% | 2.5% | 2.5% |
|
TESLA MOTORS INC | 5.9% | 2.4% | 2.4% |
ACES Overweight Relative to CNRG
|
RIVIAN AUTOMOTIVE INC-A | 6.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.6% |
 |
NORTHLAND POWER INC | 5.1% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.8% |
|
ITRON INC | 4.7% |
|
ALBEMARLE CORP | 4.6% |
|
TESLA MOTORS INC | 3.5% |
|
BORALEX INC -CL 'A' | 3.3% |
|
ANDERSONS INC/THE | 3.0% |
ACES Underweight Relative to CNRG
|
GE VERONA | -3.6% |
|
ARCOSA INC | -3.4% |
|
TRANSALTA CORP | -3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -3.1% |
|
CEMIG SA -SPONS ADR | -3.0% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.0% |
|
CONSTELLATION ENERGY CORPORATION | -2.9% |
|
NEXTERA ENERGY GROUP | -2.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.9% |
|
AES CORP | -2.9% |