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%
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