Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

15
Number of overlapping holdings
39.5%
% of ACES's 38 holdings also in CNRG
36.6%
% of CNRG's 41 holdings also in ACES
Overlap by Weight
Sector Drift (ACES minus CNRG)
Overlapping Holdings
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Company | Weight in ACES |
Weight in CNRG |
Overlap | |
---|---|---|---|---|
NEXTRACKER, INC. CLASS A | 7.4% | 4.4% | 4.4% | |
ENPHASE ENERGY INC | 4.6% | 2.7% | 2.7% | |
FIRST SOLAR INC | 4.6% | 2.7% | 2.7% | |
SUNRUN INC. | 2.7% | 2.8% | 2.7% | |
ORMAT TECHNOLOGIES INC | 4.3% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
ACES Overweight Relative to CNRG
ARCADIUM LITHIUM PLC | 5.8% | |
DARLING INTERNATIONAL INC | 5.5% | |
RIVIAN AUTOMOTIVE INC-A | 5.1% | |
ITRON INC | 4.9% | |
BROOKFIELD RENEWABLE PARTNERS LP | 4.8% | |
HANNON ARMSTRONG SUSTAINABLE | 4.5% | |
LUCID GROUP, INC. | 4.5% | |
ALBEMARLE CORP | 4.3% | |
NORTHLAND POWER INC | 4.1% | |
TESLA MOTORS INC | 3.5% |
ACES Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A | -4.1% | |
CONSTELLATION ENERGY CORPORATION | -4.1% | |
GE VERONA | -3.5% | |
ALLETE INC | -3.3% | |
BLOOM ENERGY CORPORATION CLASS A | -3.2% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% | |
NEXTERA ENERGY GROUP | -3.1% | |
ARCOSA INC | -3.0% | |
SOLAREDGE TECHNOLOGIES, INC. | -2.9% | |
GENERAC HOLDINGS INC | -2.8% |