Fund Overlap

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


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OVERLAP
23%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
27%
ALSO IN ICLN
ICLN
106
HOLDINGS
14%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ICLN)
OVERLAPPING HOLDINGS

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Company Weight
in CNRG
Weight
in ICLN
Overlap
BLOOM ENERGY CORPORATION CLASS A 6.2% 11.5% 6.2%
NEXTRACKER, INC. CLASS A 3.6% 6.8% 3.6%
ENPHASE ENERGY INC 3.7% 3.2% 3.2%
PLUG POWER INC 3.8% 3.0% 3.0%
FIRST SOLAR INC 2.0% 7.0% 2.0%
CNRG Overweight Relative to ICLN
BALLARD POWER SYSTEMS INC 3.7%
GENERAC HOLDINGS INC 3.6%
CORNING INC 3.6%
GE VERONA 3.3%
ENERGY VAULT HOLDINGS, INC. 2.9%
AMERICAN SUPERCONDUCTOR CORPORATION 2.9%
SOLAREDGE TECHNOLOGIES, INC. 2.9%
APPLIED MATERIALS INC 2.8%
ORMAT TECHNOLOGIES INC 2.7%
TENARIS SA-ADR 2.6%
CNRG Underweight Relative to ICLN
CHINA YANGTZE POWER CO LTD-A -5.4%
BLOOM ENERGY CORPORATION CLASS A -5.3%
FIRST SOLAR INC -5.0%
NEXTRACKER, INC. CLASS A -3.2%
VESTAS WIND SYSTEMS A/S -3.1%
EQUATORIAL ENERGIA SA - ORD -2.7%
SUZLON ENERGY LIMITED -2.2%
EDP-ENERGIAS DE PORTUGAL SA -2.0%
CHUBU ELECTRIC POWER CO INC -1.9%
CLEARWAY ENERGY, INC. CLASS C -1.6%
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