Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
27%
ALSO IN VCLN
VCLN
51
HOLDINGS
28%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.2% | 9.1% | 6.2% |
|
NEXTRACKER, INC. CLASS A | 3.6% | 6.8% | 3.6% |
|
PLUG POWER INC | 3.8% | 3.2% | 3.2% |
|
ENPHASE ENERGY INC | 3.7% | 3.1% | 3.1% |
|
FIRST SOLAR INC | 2.0% | 6.5% | 2.0% |
CNRG Overweight Relative to VCLN
 |
BALLARD POWER SYSTEMS INC | 3.7% |
|
GENERAC HOLDINGS INC | 3.6% |
|
CORNING INC | 3.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.0% |
|
ENERGY VAULT HOLDINGS, INC. | 2.9% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.9% |
|
APPLIED MATERIALS INC | 2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.7% |
 |
TENARIS SA-ADR | 2.6% |
|
ARCOSA INC | 2.6% |
CNRG Underweight Relative to VCLN
 |
CHINA YANGTZE POWER CO LTD-A | -5.3% |
|
FIRST SOLAR INC | -4.5% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.9% |
 |
IBERDROLA SA | -3.5% |
 |
VESTAS WIND SYSTEMS A/S | -3.3% |
|
NEXTRACKER, INC. CLASS A | -3.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.9% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -2.9% |
 |
CERES POWER HOLDINGS PLC | -2.8% |
 |
PRYSMIAN SPA | -2.7% |