Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
34%
ALSO IN FRNW
FRNW
68
HOLDINGS
29%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus FRNW)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in FRNW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.7% | 6.4% | 6.4% |
|
SUNRUN INC. | 4.3% | 3.9% | 3.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.4% | 4.0% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 5.7% | 2.9% |
|
FIRST SOLAR INC | 2.5% | 5.1% | 2.5% |
CNRG Overweight Relative to FRNW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 7.1% |
|
FLUENCE ENERGY INC CLASS A | 5.1% |
 |
BALLARD POWER SYSTEMS INC | 3.3% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.2% |
|
TRANSALTA CORP | 2.9% |
|
GENERAC HOLDINGS INC | 2.6% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.6% |
|
CONSTELLATION ENERGY CORPORATION | 2.4% |
|
AES CORP | 2.3% |
|
CORNING INC | 2.2% |
CNRG Underweight Relative to FRNW
|
GE VERONA | -6.3% |
 |
VESTAS WIND SYSTEMS A/S | -6.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.8% |
 |
NORDEX AG | -4.0% |
 |
ACCIONA SA | -3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.6% |
|
E.ON AG | -3.2% |
|
ITRON INC | -3.1% |
|
NORTHLAND POWER INC | -3.0% |
 |
VERBUND AG | -3.0% |