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%
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