Fund Overlap

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


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OVERLAP
23%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
14%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in CNRG
Overlap
BLOOM ENERGY CORPORATION CLASS A 11.6% 5.7% 5.7%
NEXTRACKER, INC. CLASS A 7.7% 3.4% 3.4%
PLUG POWER INC 3.4% 3.5% 3.4%
ENPHASE ENERGY INC 3.6% 2.7% 2.7%
SOLAREDGE TECHNOLOGIES, INC. 2.1% 3.7% 2.1%
ICLN Overweight Relative to CNRG
CHINA YANGTZE POWER CO LTD-A 6.0%
BLOOM ENERGY CORPORATION CLASS A 5.8%
FIRST SOLAR INC 5.2%
NEXTRACKER, INC. CLASS A 4.2%
VESTAS WIND SYSTEMS A/S 3.4%
EQUATORIAL ENERGIA SA - ORD 3.1%
SUZLON ENERGY LIMITED 2.5%
EDP-ENERGIAS DE PORTUGAL SA 2.4%
CHUBU ELECTRIC POWER CO INC 2.0%
CLEARWAY ENERGY, INC. CLASS C 1.9%
ICLN Underweight Relative to CNRG
GE VERONA -4.0%
CORNING INC -3.6%
GENERAC HOLDINGS INC -3.3%
TENARIS SA-ADR -3.0%
BALLARD POWER SYSTEMS INC -3.0%
NEXTERA ENERGY GROUP -3.0%
APPLIED MATERIALS INC -2.9%
AMERICAN SUPERCONDUCTOR CORPORATION -2.9%
CENTRAIS ELEC BRAS-SP ADR CM -2.7%
ARCOSA INC -2.7%
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