Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
44.2%
% of CNRG's 43 holdings also in QCLN
37.3%
% of QCLN's 54 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.0% | 12.7% | 4.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.2% | 3.2% | 3.2% |
|
ORMAT TECHNOLOGIES INC | 3.1% | 2.5% | 2.5% |
|
FIRST SOLAR INC | 1.9% | 6.9% | 1.9% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 2.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to QCLN
|
GE VERONA | 5.5% |
|
GENERAC HOLDINGS INC | 3.8% |
|
ARCOSA INC | 3.7% |
|
CONSTELLATION ENERGY CORPORATION | 3.4% |
|
NEXTERA ENERGY GROUP | 3.2% |
|
ALLETE INC | 3.0% |
|
AVANGRID, INC. | 3.0% |
 |
ATLANTICA SUSTAINABLE INFRASTRUCTURE | 2.9% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.9% |
|
CUMMINS INC | 2.8% |
CNRG Underweight Relative to QCLN
|
TESLA MOTORS INC | -8.7% |
|
ON SEMICONDUCTOR CORPORATION | -7.2% |
|
RIVIAN AUTOMOTIVE INC-A | -6.0% |
|
FIRST SOLAR INC | -5.0% |
|
ACUITY BRANDS INC | -5.0% |
|
ALBEMARLE CORP | -4.7% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -3.8% |
|
UNIVERSAL DISPLAY CORP | -3.4% |
|
ENPHASE ENERGY INC | -3.1% |
|
ARCADIUM LITHIUM PLC | -2.9% |