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

26.0%

% of FRNW's 66 holdings also in ACES

35.1%

% of ACES's 37 holdings also in FRNW

Overlap by Weight
Sector Drift (FRNW minus ACES)
Overlapping Holdings

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Company Weight
in FRNW
Weight
in ACES
Overlap
FIRST SOLAR INC 4.0% 4.5% 4.0%
ENPHASE ENERGY INC 3.6% 3.1% 3.1%
SUNRUN INC. 2.7% 2.9% 2.7%
ORMAT TECHNOLOGIES INC 2.5% 5.3% 2.5%
NEXTRACKER, INC. CLASS A 2.5% 5.2% 2.5%

Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to ACES
GE VERONA 5.2%
VESTAS WIND SYSTEMS A/S 4.0%
EDP-ENERGIAS DE PORTUGAL SA 3.6%
DONG ENERGY A/S 3.4%
VERBUND AG 2.9%
MERIDIAN ENERGY LTD 2.5%
EDP RENOVAVEIS SA 2.5%
NEOEN S.A. 2.3%
BROOKFIELD RENEWABLE CORPORATION CLA 2.2%
ACCIONA SA 2.2%
FRNW Underweight Relative to ACES
TESLA MOTORS INC -7.8%
ALBEMARLE CORP -6.6%
ARCADIUM LITHIUM PLC -6.3%
ITRON INC -5.8%
DARLING INTERNATIONAL INC -5.2%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
RIVIAN AUTOMOTIVE INC-A -4.4%
HANNON ARMSTRONG SUSTAINABLE -4.2%
ORMAT TECHNOLOGIES INC -2.8%
NEXTRACKER, INC. CLASS A -2.8%
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