Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

12
Number of overlapping holdings
15.0%
% of ICLN's 100 holdings also in CNRG
29.3%
% of CNRG's 41 holdings also in ICLN
Overlap by Weight
Sector Drift (ICLN minus CNRG)
Overlapping Holdings
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Company | Weight in ICLN |
Weight in CNRG |
Overlap | |
---|---|---|---|---|
NEXTRACKER, INC. CLASS A | 4.3% | 4.4% | 4.3% | |
ENPHASE ENERGY INC | 5.0% | 2.7% | 2.7% | |
FIRST SOLAR INC | 7.0% | 2.7% | 2.7% | |
ORMAT TECHNOLOGIES INC | 2.2% | 2.6% | 2.2% | |
PLUG POWER INC | 0.9% | 2.4% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
ICLN Overweight Relative to CNRG
SSE PLC | 6.2% | |
IBERDROLA SA | 5.9% | |
VESTAS WIND SYSTEMS A/S | 5.7% | |
SUZLON ENERGY LIMITED | 4.7% | |
CHINA YANGTZE POWER CO LTD-A | 4.7% | |
FIRST SOLAR INC | 4.3% | |
EDP-ENERGIAS DE PORTUGAL SA | 3.4% | |
CHUBU ELECTRIC POWER CO INC | 3.1% | |
EQUATORIAL ENERGIA SA - ORD | 3.0% | |
DONG ENERGY A/S | 2.9% |
ICLN Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A | -5.7% | |
CONSTELLATION ENERGY CORPORATION | -4.1% | |
ARRAY TECHNOLOGIES INC | -3.5% | |
GE VERONA | -3.5% | |
ALLETE INC | -3.3% | |
BLOOM ENERGY CORPORATION CLASS A | -3.2% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% | |
NEXTERA ENERGY GROUP | -3.1% | |
ARCOSA INC | -3.0% | |
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -2.9% |