Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
40.0%
% of CNRG's 40 holdings also in FRNW
33.3%
% of FRNW's 52 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus FRNW)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 4.0% | 4.2% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 4.6% | 3.4% | 3.4% |
|
ENPHASE ENERGY INC | 3.0% | 3.2% | 3.0% |
|
FIRST SOLAR INC | 2.7% | 3.5% | 2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.0% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to FRNW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 6.2% |
|
ALLETE INC | 4.2% |
|
NEXTERA ENERGY GROUP | 3.8% |
|
CONSTELLATION ENERGY CORPORATION | 3.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.2% |
|
AES CORP | 3.2% |
|
ARCOSA INC | 3.0% |
|
ADT, INC. | 2.9% |
|
GENERAC HOLDINGS INC | 2.7% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
CNRG Underweight Relative to FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -3.1% |
 |
NORDEX AG | -2.7% |
|
ITRON INC | -2.7% |
 |
VINCI SA | -2.6% |
|
NEOEN S.A. | -2.5% |
 |
ACCIONA SA | -2.5% |
 |
NORTHLAND POWER INC | -2.5% |