Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
44.7%
% of CNRG's 48 holdings also in QCLN
38.2%
% of QCLN's 57 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.3% | 10.1% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 3.3% | 3.1% |
|
ENPHASE ENERGY INC | 2.8% | 7.6% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 2.1% | 2.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.9% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to QCLN
|
CONSTELLATION ENERGY CORPORATION | 4.5% |
|
CUMMINS INC | 3.5% |
|
AVANGRID, INC. | 3.1% |
|
GENERAC HOLDINGS INC | 3.0% |
|
NEXTERA ENERGY GROUP | 3.0% |
|
APPLIED MATERIALS INC | 2.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | 2.8% |
|
ENBRIDGE INC | 2.8% |
|
ADT, INC. | 2.8% |
|
CONSOLIDATED EDISON INC | 2.8% |
CNRG Underweight Relative to QCLN
|
ALBEMARLE CORP | -7.1% |
|
ON SEMICONDUCTOR CORPORATION | -7.0% |
|
FIRST SOLAR INC | -6.7% |
|
TESLA MOTORS INC | -4.9% |
|
ENPHASE ENERGY INC | -4.9% |
|
ACUITY BRANDS INC | -4.2% |
|
UNIVERSAL DISPLAY CORP | -3.9% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -3.5% |
|
LUCID GROUP, INC. | -3.1% |