Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
42.9%
% of FRNW's 49 holdings also in CTEC
52.5%
% of CTEC's 40 holdings also in FRNW
Overlap by Weight
Sector Drift (FRNW minus CTEC)
Overlapping Holdings
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| Company | Weight in FRNW |
Weight in CTEC |
Overlap | |
|---|---|---|---|---|
 |
VESTAS WIND SYSTEMS A/S | 5.9% | 8.8% | 5.9% |
 |
FIRST SOLAR INC | 4.2% | 6.5% | 4.2% |
|
ENPHASE ENERGY INC | 3.8% | 6.0% | 3.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.3% | 3.6% | 2.3% |
 |
LANDIS+GYR GROUP AG | 2.2% | 3.1% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
FRNW Overweight Relative to CTEC
|
DONG ENERGY A/S | 3.0% |
 |
EDP RENOVAVEIS SA | 3.0% |
 |
OEST ELEKTRIZITATSWIRTS-A | 2.8% |
 |
NORTHLAND POWER INC | 2.7% |
|
ACCIONA SA | 2.6% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.6% |
 |
CHINA LONGYUAN POWER GROUP-H | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.6% |
|
SOLARIA ENERGIA Y MEDIO AMBI | 2.3% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.2% |
FRNW Underweight Relative to CTEC
 |
SAMSUNG SDI CO LTD | -6.0% |
 |
JOHNSON MATTHEY PLC | -4.6% |
|
XINYI SOLAR HOLDINGS LTD | -3.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | -3.1% |
|
VESTAS WIND SYSTEMS A/S | -2.9% |
|
FLUENCE ENERGY INC CLASS A | -2.9% |
 |
SIMPLO TECHNOLOGY CO LTD | -2.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -2.6% |
|
FIRST SOLAR INC | -2.3% |
|
ENPHASE ENERGY INC | -2.3% |