Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
32%
ALSO IN ACES
ACES
33
HOLDINGS
39%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
EOS ENERGY ENTERPRISES, INC. CLASS A | 6.8% | 5.4% | 5.4% |
|
SUNRUN INC. | 4.1% | 4.5% | 4.1% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.7% | 3.5% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.6% | 5.2% | 2.6% |
|
FIRST SOLAR INC | 2.5% | 4.7% | 2.5% |
CNRG Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 9.0% |
|
FLUENCE ENERGY INC CLASS A | 3.4% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.2% |
 |
TRANSALTA CORP | 2.9% |
|
GENERAC HOLDINGS INC | 2.7% |
|
CANADIAN SOLAR INC | 2.4% |
|
CONSTELLATION ENERGY CORPORATION | 2.4% |
|
BALLARD POWER SYSTEMS INC | 2.3% |
|
AES CORP | 2.3% |
CNRG Underweight Relative to ACES
|
PLUG POWER INC | -5.2% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.8% |
|
ALBEMARLE CORP | -4.7% |
|
NORTHLAND POWER INC | -4.5% |
|
ITRON INC | -4.5% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.2% |
|
RIVIAN AUTOMOTIVE INC-A | -3.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.4% |
|
TESLA MOTORS INC | -3.4% |
|
BORALEX INC -CL 'A' | -2.7% |