Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
34.0%
% of CNRG's 48 holdings also in TAN
42.1%
% of TAN's 38 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.3% | 12.4% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 8.0% | 3.1% |
|
ENPHASE ENERGY INC | 2.8% | 9.4% | 2.8% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.7% | 2.2% | 2.2% |
|
SUNRUN INC. | 2.0% | 4.1% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to TAN
|
CONSTELLATION ENERGY CORPORATION | 4.5% |
|
CUMMINS INC | 3.5% |
|
AVANGRID, INC. | 3.1% |
|
GENERAC HOLDINGS INC | 3.0% |
|
NEXTERA ENERGY GROUP | 3.0% |
|
APPLIED MATERIALS INC | 2.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | 2.8% |
|
ENBRIDGE INC | 2.8% |
|
ADT, INC. | 2.8% |
|
CONSOLIDATED EDISON INC | 2.8% |
CNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -9.1% |
|
ENPHASE ENERGY INC | -6.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.2% |
|
NEXTRACKER, INC. CLASS A | -4.9% |
|
GCL POLY ENERGY HOLDINGS LTD | -4.8% |
|
XINYI SOLAR HOLDINGS LTD | -4.7% |
 |
ENCAVIS AG | -3.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.1% |
 |
NEOEN S.A. | -2.6% |
 |
HANWHA CHEMICAL CORP | -2.5% |