Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
32%
ALSO IN ACES
ACES
35
HOLDINGS
36%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
ORMAT TECHNOLOGIES INC | 3.1% | 5.3% | 3.1% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 4.8% | 2.9% |
|
FIRST SOLAR INC | 2.7% | 4.4% | 2.7% |
|
ENPHASE ENERGY INC | 2.7% | 4.7% | 2.7% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.7% | 2.5% | 2.5% |
CNRG Overweight Relative to ACES
 |
JINKOSOLAR HOLDING CO-ADR | 3.3% |
|
GENERAC HOLDINGS INC | 3.2% |
|
CONSTELLATION ENERGY CORPORATION | 3.2% |
|
GE VERONA | 3.2% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.1% |
|
CANADIAN SOLAR INC | 3.0% |
 |
TRANSALTA CORP | 3.0% |
|
AVISTA CORP | 2.9% |
|
ARCOSA INC | 2.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.9% |
CNRG Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -5.3% |
|
ITRON INC | -5.3% |
|
ALBEMARLE CORP | -5.3% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.1% |
|
NORTHLAND POWER INC | -4.9% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.9% |
|
LUCID GROUP, INC. | -4.7% |
|
RIVIAN AUTOMOTIVE INC-A | -4.7% |
|
BORALEX INC -CL 'A' | -4.4% |
|
TESLA MOTORS INC | -3.3% |