Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
34.0%
% of FRNW's 65 holdings also in CNRG
36.2%
% of CNRG's 48 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus CNRG)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 4.2% | 3.3% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 3.1% | 2.9% |
|
ENPHASE ENERGY INC | 5.0% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.4% | 2.5% | 2.4% |
|
SUNRUN INC. | 2.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to CNRG
 |
VESTAS WIND SYSTEMS A/S | 4.8% |
|
DONG ENERGY A/S | 4.0% |
 |
MERIDIAN ENERGY LTD | 2.9% |
 |
NORTHLAND POWER INC | 2.7% |
 |
XINYI SOLAR HOLDINGS LTD | 2.4% |
 |
VERBUND AG | 2.4% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.3% |
 |
DRAX GROUP PLC | 2.3% |
|
ENPHASE ENERGY INC | 2.2% |
 |
EDP RENOVAVEIS SA | 2.2% |
FRNW Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.5% |
|
CUMMINS INC | -3.5% |
|
AVANGRID, INC. | -3.1% |
|
GENERAC HOLDINGS INC | -3.0% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
|
ALGONQUIN POWER & UTILITIES CORP. | -2.8% |
|
ENBRIDGE INC | -2.8% |
|
ADT, INC. | -2.8% |
|
CONSOLIDATED EDISON INC | -2.8% |