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
39.5%
% of CNRG's 43 holdings also in FRNW
34.0%
% of FRNW's 66 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 | 5.1% | 5.2% | 5.1% | |
SUNRUN INC. | 3.0% | 2.7% | 2.7% | |
ORMAT TECHNOLOGIES INC | 3.2% | 2.5% | 2.5% | |
FIRST SOLAR INC | 2.1% | 4.0% | 2.1% | |
NEXTRACKER, INC. CLASS A | 2.0% | 2.5% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to FRNW
GENERAC HOLDINGS INC | 3.6% | |
CONSTELLATION ENERGY CORPORATION | 3.6% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.5% | |
ARCOSA INC | 3.3% | |
NEXTERA ENERGY GROUP | 3.2% | |
SUNNOVA ENERGY INTERNATIONAL INC | 3.2% | |
ALLETE INC | 3.1% | |
AVANGRID, INC. | 3.1% | |
TESLA MOTORS INC | 3.0% | |
CORNING INC | 2.7% |
CNRG Underweight Relative to FRNW
VESTAS WIND SYSTEMS A/S | -4.0% | |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% | |
DONG ENERGY A/S | -3.4% | |
VERBUND AG | -2.9% | |
MERIDIAN ENERGY LTD | -2.5% | |
EDP RENOVAVEIS SA | -2.5% | |
NORTHLAND POWER INC | -2.4% | |
NEOEN S.A. | -2.3% | |
BROOKFIELD RENEWABLE CORPORATION CLA | -2.2% | |
ACCIONA SA | -2.2% |