Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
FRNW
68
HOLDINGS
29%
ALSO IN CNRG
CNRG
41
HOLDINGS
34%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in FRNW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.4% | 8.7% | 6.4% |
|
SUNRUN INC. | 3.9% | 4.2% | 3.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.0% | 3.2% | 3.2% |
|
FIRST SOLAR INC | 5.1% | 2.9% | 2.9% |
|
NEXTRACKER, INC. CLASS A | 5.7% | 2.7% | 2.7% |
FRNW Overweight Relative to CNRG
|
GE VERONA | 6.2% |
 |
VESTAS WIND SYSTEMS A/S | 6.1% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 4.8% |
 |
NORDEX AG | 4.0% |
 |
ACCIONA SA | 3.9% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 3.6% |
|
E.ON AG | 3.2% |
|
ITRON INC | 3.1% |
 |
NORTHLAND POWER INC | 3.0% |
 |
VERBUND AG | 3.0% |
FRNW Underweight Relative to CNRG
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -6.8% |
|
FLUENCE ENERGY INC CLASS A | -5.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.9% |
|
CANADIAN SOLAR INC | -3.2% |
|
BALLARD POWER SYSTEMS INC | -2.8% |
|
TRANSALTA CORP | -2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |
|
CONSTELLATION ENERGY CORPORATION | -2.2% |
|
AES CORP | -2.2% |