Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
15%
ALSO IN CNRG
CNRG
36
HOLDINGS
27%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus CNRG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ICLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 15.5% | 7.4% | 7.4% |
|
ENPHASE ENERGY INC | 5.0% | 3.6% | 3.6% |
|
NEXTRACKER, INC. CLASS A | 7.5% | 3.2% | 3.2% |
|
PLUG POWER INC | 2.9% | 2.9% | 2.9% |
|
SOLAREDGE TECHNOLOGIES, INC. | 2.5% | 4.2% | 2.5% |
ICLN Overweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | 8.2% |
|
FIRST SOLAR INC | 6.7% |
 |
CHINA YANGTZE POWER CO LTD-A | 5.7% |
|
NEXTRACKER, INC. CLASS A | 4.3% |
 |
VESTAS WIND SYSTEMS A/S | 3.0% |
 |
EQUATORIAL ENERGIA SA - ORD | 2.4% |
 |
SUZLON ENERGY LIMITED | 2.4% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.1% |
 |
CHUBU ELECTRIC POWER CO INC | 2.0% |
|
CLEARWAY ENERGY, INC. CLASS C | 1.7% |
ICLN Underweight Relative to CNRG
|
APPLIED MATERIALS INC | -3.9% |
|
GENERAC HOLDINGS INC | -3.8% |
|
CORNING INC | -3.6% |
 |
BALLARD POWER SYSTEMS INC | -3.6% |
|
GE VERONA | -3.5% |
|
ARCOSA INC | -2.8% |
|
ORMAT TECHNOLOGIES INC | -2.6% |
 |
TENARIS SA-ADR | -2.4% |
|
NEXTERA ENERGY GROUP | -2.4% |
|
AES CORP | -2.4% |