Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
36%

OVERLAP
BY WEIGHT
14

# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
34%
ALSO IN FRNW
FRNW
52
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 6.8% 6.4% 6.4%
SUNRUN INC. 4.2% 3.9% 3.9%
SOLAREDGE TECHNOLOGIES, INC. 3.2% 4.0% 3.2%
GE VERONA 2.9% 8.4% 2.9%
FIRST SOLAR INC 2.7% 5.1% 2.7%
CNRG Overweight Relative to FRNW
EOS ENERGY ENTERPRISES, INC. CLASS A 4.7%
DAQO NEW ENERGY CORP. SPONSORED ADR 4.0%
GENERAC HOLDINGS INC 3.2%
AMERICAN SUPERCONDUCTOR CORPORATION 3.2%
TRANSALTA CORP 2.8%
AES CORP 2.6%
BALLARD POWER SYSTEMS INC 2.5%
CORNING INC 2.5%
CONSTELLATION ENERGY CORPORATION 2.5%
ARCOSA INC 2.4%
CNRG Underweight Relative to FRNW
VESTAS WIND SYSTEMS A/S -6.1%
GE VERONA -5.5%
EDP-ENERGIAS DE PORTUGAL SA -4.8%
NORDEX AG -4.0%
ACCIONA SA -3.9%
ENLIGHT RENEWABLE ENERGY LTD -3.6%
NEXTRACKER, INC. CLASS A -3.2%
E.ON AG -3.2%
ITRON INC -3.1%
NORTHLAND POWER INC -3.0%
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