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 VCLN
25.6%
% of VCLN's 48 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 | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 4.5% | 3.3% | 3.3% |
|
NEXTERA ENERGY GROUP | 3.6% | 2.6% | 2.6% |
|
FIRST SOLAR INC | 2.5% | 6.1% | 2.5% |
|
ENPHASE ENERGY INC | 2.4% | 4.8% | 2.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
CNRG Overweight Relative to VCLN
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 6.5% |
|
ALLETE INC | 4.0% |
|
GE VERONA | 3.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.6% |
|
ORMAT TECHNOLOGIES INC | 3.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.3% |
|
CONSTELLATION ENERGY CORPORATION | 3.2% |
|
ARCOSA INC | 3.1% |
|
ARRAY TECHNOLOGIES INC | 3.0% |
 |
CANADIAN SOLAR INC | 2.9% |
CNRG Underweight Relative to VCLN
 |
IBERDROLA SA | -6.8% |
 |
SSE PLC | -6.4% |
 |
VESTAS WIND SYSTEMS A/S | -5.3% |
 |
FORTUM OYJ | -4.0% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -3.6% |
|
FIRST SOLAR INC | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.3% |
 |
CHUBU ELECTRIC POWER CO INC | -3.2% |
|
RED ELECTRICA CORP. SA | -2.7% |
|
ENPHASE ENERGY INC | -2.4% |