Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
20%
ALSO IN RAYS
RAYS
1
HOLDINGS
18%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus RAYS)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 2.8% | 8.0% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 2.4% | 7.3% | 2.4% |
|
SUNRUN INC. | 3.5% | 1.9% | 1.9% |
|
ENPHASE ENERGY INC | 1.8% | 4.9% | 1.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.1% | 1.1% | 1.1% |
CNRG Overweight Relative to RAYS
|
BLOOM ENERGY CORPORATION CLASS A | 4.2% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 4.0% |
|
GENERAC HOLDINGS INC | 3.9% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.7% |
|
FLUENCE ENERGY INC CLASS A | 3.5% |
|
GE VERONA | 3.4% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.2% |
 |
TRANSALTA CORP | 2.9% |
|
CONSTELLATION ENERGY CORPORATION | 2.9% |
|
AES CORP | 2.9% |
CNRG Underweight Relative to RAYS
|
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.7% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -8.1% |
|
FIRST SOLAR INC | -5.2% |
|
NEXTRACKER, INC. CLASS A | -4.9% |
|
TIANJIN ZHONGHUAN SEMICOND-A | -4.0% |
|
ZHEJIANG CHINT ELECTRICS-A | -4.0% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -3.5% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.2% |
|
ENPHASE ENERGY INC | -3.0% |
|
GINLONG TECHNOLOGIES CO., LTD. CLASS | -3.0% |