Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
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 | |
|---|---|---|---|---|
 |
GE VERONA | 3.2% | 4.2% | 3.2% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 3.4% | 2.9% |
|
FIRST SOLAR INC | 2.7% | 3.5% | 2.7% |
|
ENPHASE ENERGY INC | 2.7% | 3.2% | 2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.9% | 2.6% | 2.6% |
CNRG Overweight Relative to FRNW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.2% |
|
GENERAC HOLDINGS INC | 3.2% |
|
CONSTELLATION ENERGY CORPORATION | 3.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.1% |
 |
TRANSALTA CORP | 3.0% |
|
AVISTA CORP | 2.9% |
|
ARCOSA INC | 2.9% |
|
ALLETE INC | 2.9% |
|
NEXTERA ENERGY GROUP | 2.9% |
|
AES CORP | 2.7% |
CNRG Underweight Relative to FRNW
 |
VESTAS WIND SYSTEMS A/S | -4.7% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.7% |
|
DONG ENERGY A/S | -3.4% |
 |
VERBUND AG | -3.1% |
|
ITRON INC | -2.7% |
 |
NORDEX AG | -2.7% |
 |
VINCI SA | -2.6% |
|
NEOEN S.A. | -2.5% |
 |
ACCIONA SA | -2.5% |
|
NORTHLAND POWER INC | -2.5% |