Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
HYDR
25
HOLDINGS
20%
ALSO IN CNRG
CNRG
41
HOLDINGS
12%
ALSO IN HYDR
SECTOR DRIFT (HYDR minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in HYDR |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 16.3% | 6.2% | 6.2% |
|
PLUG POWER INC | 11.2% | 3.8% | 3.8% |
 |
BALLARD POWER SYSTEMS INC | 7.0% | 3.7% | 3.7% |
|
CUMMINS INC | 1.9% | 2.3% | 1.9% |
|
HYSTER-YALE MATERIALS | 0.7% | 0.6% | 0.6% |
HYDR Overweight Relative to CNRG
 |
DOOSAN FUEL CELL CO., LTD. | 16.5% |
|
BLOOM ENERGY CORPORATION CLASS A | 10.1% |
|
FUELCELL ENERGY, INC. | 7.7% |
|
PLUG POWER INC | 7.4% |
 |
ITM POWER PLC | 6.0% |
|
VINA TECH CO LTD | 5.5% |
|
CERES POWER HOLDINGS PLC | 5.3% |
 |
SFC ENERGY AG | 4.1% |
 |
NEL ASA | 3.6% |
|
BALLARD POWER SYSTEMS INC | 3.4% |
HYDR Underweight Relative to CNRG
|
SOLAREDGE TECHNOLOGIES, INC. | -4.5% |
|
ENPHASE ENERGY INC | -3.7% |
|
NEXTRACKER, INC. CLASS A | -3.6% |
|
GENERAC HOLDINGS INC | -3.6% |
|
CORNING INC | -3.6% |
|
GE VERONA | -3.3% |
|
ENERGY VAULT HOLDINGS, INC. | -2.9% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -2.9% |
|
APPLIED MATERIALS INC | -2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -2.7% |