Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
40.0%
% of CNRG's 40 holdings also in QCLN
35.6%
% of QCLN's 48 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus QCLN)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in QCLN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 5.6% | 5.1% | 5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.1% | 3.0% | 3.0% |
|
FIRST SOLAR INC | 2.9% | 9.7% | 2.9% |
|
ORMAT TECHNOLOGIES INC | 3.3% | 2.8% | 2.8% |
|
ENPHASE ENERGY INC | 2.1% | 3.0% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to QCLN
|
ARRAY TECHNOLOGIES INC | 4.7% |
|
GE VERONA | 4.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.6% |
|
CONSTELLATION ENERGY CORPORATION | 4.2% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 3.7% |
|
NEXTERA ENERGY GROUP | 3.4% |
|
ALLETE INC | 3.4% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.3% |
 |
CANADIAN SOLAR INC | 2.9% |
|
AES CORP | 2.8% |
CNRG Underweight Relative to QCLN
|
RIVIAN AUTOMOTIVE INC-A | -8.4% |
|
ON SEMICONDUCTOR CORPORATION | -8.2% |
|
FIRST SOLAR INC | -6.7% |
|
TESLA MOTORS INC | -6.7% |
|
ACUITY BRANDS INC | -4.6% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -4.4% |
|
UNIVERSAL DISPLAY CORP | -3.8% |
|
LUCID GROUP, INC. | -3.6% |
|
ITRON INC | -3.2% |
|
ALLEGRO MICROSYSTEMS, INC. | -3.1% |