Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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% |