Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
31.9%
% of CNRG's 48 holdings also in ACES
39.5%
% of ACES's 38 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus ACES)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.3% | 5.2% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 5.3% | 3.1% |
|
ENPHASE ENERGY INC | 2.8% | 4.5% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 4.0% | 2.5% |
|
SUNRUN INC. | 2.0% | 2.9% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to ACES
|
CONSTELLATION ENERGY CORPORATION | 4.5% |
|
CUMMINS INC | 3.5% |
|
AVANGRID, INC. | 3.1% |
|
GENERAC HOLDINGS INC | 3.0% |
|
NEXTERA ENERGY GROUP | 3.0% |
|
APPLIED MATERIALS INC | 2.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | 2.8% |
|
ENBRIDGE INC | 2.8% |
|
ADT, INC. | 2.8% |
|
CONSOLIDATED EDISON INC | 2.8% |
CNRG Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -5.0% |
|
NORTHLAND POWER INC | -4.9% |
|
ITRON INC | -4.8% |
|
ALBEMARLE CORP | -4.5% |
|
WOLFSPEED INC | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |
|
NEXTERA ENERGY PARTNERS LP | -3.1% |
|
TESLA MOTORS INC | -3.0% |