Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
29%
ALSO IN ICLN
ICLN
101
HOLDINGS
16%
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 | 6.8% | 6.0% | 6.0% |
|
FIRST SOLAR INC | 2.7% | 9.2% | 2.7% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 4.2% | 2.5% |
|
ORMAT TECHNOLOGIES INC | 2.6% | 2.3% | 2.3% |
|
ENPHASE ENERGY INC | 1.9% | 2.2% | 1.9% |
CNRG Overweight Relative to ICLN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 4.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 4.0% |
|
GENERAC HOLDINGS INC | 3.2% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.2% |
|
AMERESCO INC-CL A | 3.0% |
|
SUNRUN INC. | 3.0% |
|
GE VERONA | 2.9% |
 |
TRANSALTA CORP | 2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.6% |
|
AES CORP | 2.6% |
CNRG Underweight Relative to ICLN
|
FIRST SOLAR INC | -6.4% |
 |
VESTAS WIND SYSTEMS A/S | -5.9% |
 |
IBERDROLA SA | -5.7% |
 |
SSE PLC | -5.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.2% |
 |
CHUBU ELECTRIC POWER CO INC | -3.5% |
|
CHINA YANGTZE POWER CO LTD-A | -3.4% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.1% |
|
CENTRAIS ELETRICAS BRASILIER | -2.6% |
 |
SUZLON ENERGY LIMITED | -2.3% |