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

38.6%

% of CNRG's 44 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
BLOOM ENERGY CORPORATION CLASS A 2.8% 2.8% 2.8%
ORMAT TECHNOLOGIES INC 3.0% 2.4% 2.4%
NEXTRACKER, INC. CLASS A 2.4% 2.8% 2.4%
ENPHASE ENERGY INC 2.4% 3.5% 2.4%
FIRST SOLAR INC 2.2% 6.3% 2.2%

Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to FRNW
GENERAC HOLDINGS INC 3.3%
SUNNOVA ENERGY INTERNATIONAL INC 3.1%
ARCOSA INC 3.1%
ALLETE INC 3.0%
AVANGRID, INC. 3.0%
NEXTERA ENERGY GROUP 3.0%
TESLA MOTORS INC 2.9%
GE VERONA 2.8%
AES CORP 2.6%
CONSTELLATION ENERGY CORPORATION 2.6%
CNRG Underweight Relative to FRNW
FIRST SOLAR INC -4.1%
VESTAS WIND SYSTEMS A/S -3.8%
DONG ENERGY A/S -3.0%
VERBUND AG -2.8%
NEOEN S.A. -2.7%
CHINA LONGYUAN POWER GROUP-H -2.6%
BROOKFIELD RENEWABLE CORPORATION CLA -2.6%
ITRON INC -2.6%
MERIDIAN ENERGY LTD -2.5%
EDP RENOVAVEIS SA -2.4%
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