Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
29%
ALSO IN ICLN
ICLN
101
HOLDINGS
17%
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 | 10.4% | 11.2% | 10.4% |
|
NEXTRACKER, INC. CLASS A | 3.0% | 6.6% | 3.0% |
|
FIRST SOLAR INC | 2.8% | 8.5% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 2.8% | 2.4% |
|
SUNRUN INC. | 4.2% | 1.6% | 1.6% |
CNRG Overweight Relative to ICLN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 7.1% |
|
FLUENCE ENERGY INC CLASS A | 5.5% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 4.0% |
|
AMERESCO INC-CL A | 3.4% |
 |
BALLARD POWER SYSTEMS INC | 3.4% |
|
TRANSALTA CORP | 3.0% |
|
CANADIAN SOLAR INC | 3.0% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.9% |
|
SUNRUN INC. | 2.7% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.6% |
CNRG Underweight Relative to ICLN
 |
IBERDROLA SA | -5.9% |
|
FIRST SOLAR INC | -5.7% |
 |
VESTAS WIND SYSTEMS A/S | -4.6% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
NEXTRACKER, INC. CLASS A | -3.6% |
|
CHINA YANGTZE POWER CO LTD-A | -3.4% |
 |
SUZLON ENERGY LIMITED | -3.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.3% |
 |
EQUATORIAL ENERGIA SA - ORD | -3.2% |
|
DONG ENERGY A/S | -2.2% |