Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
27.7%
% of CNRG's 48 holdings also in VCLN
33.3%
% of VCLN's 45 holdings also in CNRG
Overlap by Weight
Sector Drift (CNRG minus VCLN)
Overlapping Holdings
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| Company | Weight in CNRG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 3.3% | 6.2% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.1% | 3.1% | 3.1% |
|
CONSTELLATION ENERGY CORPORATION | 4.5% | 2.9% | 2.9% |
|
ENPHASE ENERGY INC | 2.8% | 9.2% | 2.8% |
|
NEXTERA ENERGY GROUP | 3.0% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to VCLN
|
CUMMINS INC | 3.5% |
|
AVANGRID, INC. | 3.1% |
|
GENERAC HOLDINGS INC | 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% |
|
ARCOSA INC | 2.8% |
|
NEW JERSEY RESOURCES CORP | 2.7% |
CNRG Underweight Relative to VCLN
|
ENPHASE ENERGY INC | -6.5% |
 |
VESTAS WIND SYSTEMS A/S | -4.3% |
 |
PRYSMIAN SPA | -3.6% |
|
HUBBELL INCORPORATED CLASS B | -3.3% |
 |
NEXANS SA | -3.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.1% |
|
XYLEM INC | -3.1% |
|
DONG ENERGY A/S | -3.0% |
 |
FORTUM OYJ | -3.0% |
|
FIRST SOLAR INC | -2.9% |