Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
27.5%
% of CNRG's 40 holdings also in RNEW
28.9%
% of RNEW's 42 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus RNEW)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 3.0% | 4.1% | 3.0% |
|
FIRST SOLAR INC | 2.7% | 3.8% | 2.7% |
|
ORMAT TECHNOLOGIES INC | 3.8% | 2.6% | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.0% | 2.3% | 2.3% |
|
TESLA MOTORS INC | 1.6% | 3.3% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to RNEW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 6.2% |
|
NEXTRACKER, INC. CLASS A | 4.6% |
|
ALLETE INC | 4.2% |
|
GE VERONA | 4.0% |
|
NEXTERA ENERGY GROUP | 3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.7% |
|
CONSTELLATION ENERGY CORPORATION | 3.7% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.2% |
|
AES CORP | 3.2% |
|
ARCOSA INC | 3.0% |
CNRG Underweight Relative to RNEW
|
REPUBLIC SERVICES INC | -6.7% |
|
CHENIERE ENERGY INC | -6.2% |
|
WASTE MANAGEMENT INC | -6.2% |
|
CHENIERE ENERGY PARTNERS LP | -6.0% |
|
ECOLAB INC | -5.5% |
|
CLEAN HARBORS INC | -4.8% |
|
RIVIAN AUTOMOTIVE INC-A | -4.7% |
|
QUANTA SERVICES INC | -4.6% |
|
DONALDSON CO INC | -4.4% |
|
CASELLA WASTE SYSTEMS INC-A | -4.4% |