Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CNRG
36
HOLDINGS
42%
ALSO IN ACES
ACES
33
HOLDINGS
45%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 2.8% | 5.4% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.7% | 5.6% | 2.7% |
|
FIRST SOLAR INC | 2.5% | 4.7% | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.3% | 4.6% | 2.3% |
|
ENPHASE ENERGY INC | 2.3% | 4.9% | 2.3% |
CNRG Overweight Relative to ACES
|
CONSTELLATION ENERGY CORPORATION | 4.3% |
|
ARCOSA INC | 4.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.2% |
 |
CEMIG SA -SPONS ADR | 4.1% |
|
GE VERONA | 4.1% |
 |
TRANSALTA CORP | 3.7% |
|
AES CORP | 3.6% |
|
GENERAC HOLDINGS INC | 3.3% |
|
NEXTERA ENERGY GROUP | 3.2% |
|
AVISTA CORP | 2.9% |
CNRG Underweight Relative to ACES
|
NORTHLAND POWER INC | -5.7% |
|
CLEARWAY ENERGY, INC. CLASS C | -5.2% |
|
DARLING INTERNATIONAL INC | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.0% |
|
RIVIAN AUTOMOTIVE INC-A | -4.9% |
|
ITRON INC | -4.8% |
|
ALBEMARLE CORP | -4.2% |
|
ANDERSONS INC/THE | -3.3% |
|
NEXTRACKER, INC. CLASS A | -2.9% |