Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
12%
ALSO IN SIMS
SIMS
40
HOLDINGS
13%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus SIMS)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in SIMS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.5% | 8.4% | 6.5% |
|
FLUENCE ENERGY INC CLASS A | 3.7% | 4.0% | 3.7% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 3.1% | 4.1% | 3.1% |
|
GENERAC HOLDINGS INC | 2.7% | 3.5% | 2.7% |
|
ADT, INC. | 1.6% | 2.9% | 1.6% |
CNRG Overweight Relative to SIMS
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.3% |
|
SUNRUN INC. | 4.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 4.1% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.0% |
|
AMERESCO INC-CL A | 3.5% |
 |
BALLARD POWER SYSTEMS INC | 3.1% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 3.0% |
|
FIRST SOLAR INC | 2.7% |
|
TRANSALTA CORP | 2.7% |
|
JINKOSOLAR HOLDING CO-ADR | 2.6% |
CNRG Underweight Relative to SIMS
|
RESIDEO TECHNOLOGIES, INC. | -5.3% |
|
SELECT ENERGY SERVICES, INC. CLASS A | -3.2% |
|
XYLEM INC | -3.0% |
 |
PENTAIR PLC | -3.0% |
|
VERALTO CORPORATION | -2.9% |
|
EVGO, INC. CLASS A | -2.9% |
|
MUELLER WATER PRODUCTS INC-A | -2.8% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -2.8% |
|
ITRON INC | -2.7% |
|
SILICON LABORATORIES INC | -2.6% |