Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
CNRG
36
HOLDINGS
44%
ALSO IN PBW
PBW
70
HOLDINGS
30%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 7.4% | 2.6% | 2.6% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.8% | 1.9% | 1.9% |
|
FLUENCE ENERGY INC CLASS A | 1.8% | 1.8% | 1.8% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.3% | 1.6% | 1.6% |
|
FIRST SOLAR INC | 2.2% | 1.5% | 1.5% |
CNRG Overweight Relative to PBW
|
BLOOM ENERGY CORPORATION CLASS A | 4.8% |
|
APPLIED MATERIALS INC | 3.9% |
|
GENERAC HOLDINGS INC | 3.8% |
|
CORNING INC | 3.6% |
 |
BALLARD POWER SYSTEMS INC | 3.6% |
|
GE VERONA | 3.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.8% |
|
ARCOSA INC | 2.8% |
 |
TENARIS SA-ADR | 2.4% |
|
NEXTERA ENERGY GROUP | 2.4% |
CNRG Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -3.0% |
|
ASPEN AEROGELS INC | -2.2% |
|
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |
|
LIFEZONE HOLDINGS LTD | -1.7% |
|
MONOLITHIC POWER SYSTEMS INC | -1.6% |