Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
CNRG
37
HOLDINGS
31%
ALSO IN VCLN
VCLN
45
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 | 3.0% | 10.1% | 3.0% |
|
NEXTRACKER, INC. CLASS A | 2.8% | 7.0% | 2.8% |
|
FIRST SOLAR INC | 2.6% | 8.2% | 2.6% |
|
ENPHASE ENERGY INC | 2.5% | 5.1% | 2.5% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.9% | 2.4% | 2.4% |
CNRG Overweight Relative to VCLN
|
ARCOSA INC | 3.4% |
 |
TRANSALTA CORP | 3.3% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.1% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 3.1% |
|
CEMIG SA -SPONS ADR | 3.0% |
|
SUNRUN INC. | 3.0% |
|
AES CORP | 2.9% |
|
AVISTA CORP | 2.8% |
 |
CANADIAN SOLAR INC | 2.8% |
|
GENERAC HOLDINGS INC | 2.8% |
CNRG Underweight Relative to VCLN
|
BLOOM ENERGY CORPORATION CLASS A | -7.2% |
|
FIRST SOLAR INC | -5.6% |
|
CHINA YANGTZE POWER CO LTD-A | -5.1% |
|
NEXTRACKER, INC. CLASS A | -4.2% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.6% |
 |
IBERDROLA SA | -3.5% |
 |
CERES POWER HOLDINGS PLC | -3.1% |
 |
VESTAS WIND SYSTEMS A/S | -3.1% |
 |
INFINEON TECHNOLOGIES AG | -3.0% |
 |
PRYSMIAN SPA | -3.0% |