Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
36.2%
% of CNRG's 48 holdings also in FRNW
34.0%
% of FRNW's 65 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.3% | 4.2% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 2.9% | 2.9% |
|
ENPHASE ENERGY INC | 2.8% | 5.0% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 2.4% | 2.4% |
|
SUNRUN INC. | 2.0% | 2.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to FRNW
|
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 FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.8% |
|
DONG ENERGY A/S | -4.0% |
 |
MERIDIAN ENERGY LTD | -2.9% |
|
NORTHLAND POWER INC | -2.7% |
 |
XINYI SOLAR HOLDINGS LTD | -2.4% |
 |
VERBUND AG | -2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -2.3% |
 |
DRAX GROUP PLC | -2.3% |
|
ENPHASE ENERGY INC | -2.2% |
 |
EDP RENOVAVEIS SA | -2.2% |