Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
12%
ALSO IN HYDR
HYDR
25
HOLDINGS
25%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus HYDR)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in HYDR |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.7% | 13.8% | 3.7% |
|
PLUG POWER INC | 2.9% | 12.0% | 2.9% |
 |
BALLARD POWER SYSTEMS INC | 2.5% | 6.7% | 2.5% |
|
CUMMINS INC | 2.2% | 2.4% | 2.2% |
|
HYSTER-YALE MATERIALS | 0.7% | 1.0% | 0.7% |
CNRG Overweight Relative to HYDR
|
ENPHASE ENERGY INC | 3.1% |
|
ARRAY TECHNOLOGIES INC | 3.1% |
|
NEXTRACKER, INC. CLASS A | 3.0% |
|
ENERGY VAULT HOLDINGS, INC. | 3.0% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.8% |
|
SUNRUN INC. | 2.7% |
 |
JINKOSOLAR HOLDING CO-ADR | 2.7% |
CNRG Underweight Relative to HYDR
 |
DOOSAN FUEL CELL CO., LTD. | -12.3% |
|
BLOOM ENERGY CORPORATION CLASS A | -10.1% |
|
PLUG POWER INC | -9.1% |
|
FUELCELL ENERGY, INC. | -5.9% |
 |
SFC ENERGY AG | -4.3% |
 |
ITM POWER PLC | -4.3% |
|
BALLARD POWER SYSTEMS INC | -4.3% |
|
CERES POWER HOLDINGS PLC | -4.1% |
 |
NEL ASA | -4.0% |
|
AFC ENERGY PLC | -3.1% |