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 TAN
37.9%
% of TAN's 29 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus TAN)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 4.6% | 10.1% | 4.6% |
|
ENPHASE ENERGY INC | 3.0% | 10.5% | 3.0% |
|
SUNRUN INC. | 2.8% | 4.9% | 2.8% |
|
FIRST SOLAR INC | 2.7% | 11.3% | 2.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.7% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to TAN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 6.2% |
|
ALLETE INC | 4.2% |
|
GE VERONA | 4.0% |
|
NEXTERA ENERGY GROUP | 3.8% |
|
ORMAT TECHNOLOGIES INC | 3.8% |
|
CONSTELLATION ENERGY CORPORATION | 3.7% |
|
AES CORP | 3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.0% |
|
ARCOSA INC | 3.0% |
|
ADT, INC. | 2.9% |
CNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -8.6% |
|
ENPHASE ENERGY INC | -7.5% |
 |
GCL POLY ENERGY HOLDINGS LTD | -5.6% |
|
NEXTRACKER, INC. CLASS A | -5.5% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.3% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -3.5% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -2.8% |
|
GRENERGY RENOVABLES S.A | -2.5% |