Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
FRNW
52
HOLDINGS
33%
ALSO IN CCSO
CCSO
109
HOLDINGS
15%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CCSO)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 8.4% | 4.6% | 4.6% |
|
FIRST SOLAR INC | 5.1% | 2.3% | 2.3% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.6% | 1.3% | 1.3% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 1.2% | 1.2% |
|
ORMAT TECHNOLOGIES INC | 3.2% | 0.6% | 0.6% |
FRNW Overweight Relative to CCSO
|
BLOOM ENERGY CORPORATION CLASS A | 6.4% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.8% |
|
NEXTRACKER, INC. CLASS A | 4.4% |
 |
NORDEX AG | 4.0% |
 |
ACCIONA SA | 3.9% |
|
GE VERONA | 3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.8% |
|
SUNRUN INC. | 3.4% |
|
E.ON AG | 3.2% |
FRNW Underweight Relative to CCSO
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.2% |
|
QUANTA SERVICES INC | -5.1% |
|
REPUBLIC SERVICES INC | -5.0% |
|
CARRIER GLOBAL CORP. | -5.0% |
|
SOUTHERN COPPER CORP | -4.9% |
|
WASTE MANAGEMENT INC | -4.9% |
 |
WASTE CONNECTIONS, INC. | -4.2% |
|
CAMECO CORP | -3.4% |
|
NUCOR CORP | -2.8% |
 |
LI AUTO, INC. SPONSORED ADR CLASS A | -2.3% |