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
15
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
44%
ALSO IN CNRG
CNRG
41
HOLDINGS
37%
ALSO IN ACES
SECTOR DRIFT (ACES minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 5.4% | 3.4% | 3.4% |
|
PLUG POWER INC | 5.4% | 3.3% | 3.3% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.2% | 3.0% | 3.0% |
|
ENPHASE ENERGY INC | 3.9% | 2.7% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 4.8% | 2.6% | 2.6% |
ACES Overweight Relative to CNRG
|
ALBEMARLE CORP | 5.4% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.0% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.9% |
|
NORTHLAND POWER INC | 4.7% |
|
RIVIAN AUTOMOTIVE INC-A | 4.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.0% |
|
ITRON INC | 3.9% |
|
BORALEX INC -CL 'A' | 3.4% |
|
FIRST SOLAR INC | 3.0% |
|
TESLA MOTORS INC | 2.9% |
ACES Underweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | -6.1% |
|
GENERAC HOLDINGS INC | -3.9% |
|
CORNING INC | -3.6% |
|
GE VERONA | -3.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.1% |
|
APPLIED MATERIALS INC | -2.9% |
|
ARCOSA INC | -2.8% |
|
NEXTERA ENERGY GROUP | -2.7% |
 |
TENARIS SA-ADR | -2.7% |
|
AVISTA CORP | -2.5% |