Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
39%
ALSO IN CNRG
CNRG
41
HOLDINGS
32%
ALSO IN ACES
SECTOR DRIFT (ACES minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.4% | 6.3% | 5.4% |
|
SUNRUN INC. | 4.6% | 3.9% | 3.9% |
|
NEXTRACKER, INC. CLASS A | 6.0% | 2.8% | 2.8% |
|
FIRST SOLAR INC | 5.5% | 2.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 5.4% | 2.5% | 2.5% |
ACES Overweight Relative to CNRG
|
ALBEMARLE CORP | 6.3% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.4% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
|
RIVIAN AUTOMOTIVE INC-A | 4.8% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.2% |
|
PLUG POWER INC | 3.7% |
|
ITRON INC | 3.7% |
|
NORTHLAND POWER INC | 3.6% |
|
TESLA MOTORS INC | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.2% |
ACES Underweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | -9.0% |
 |
CANADIAN SOLAR INC | -5.6% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -4.2% |
|
FLUENCE ENERGY INC CLASS A | -3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.2% |
|
JINKOSOLAR HOLDING CO-ADR | -2.6% |
|
TRANSALTA CORP | -2.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |
|
AES CORP | -2.2% |
|
GE VERONA | -2.2% |