Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
33%
ALSO IN CNRG
CNRG
41
HOLDINGS
41%
ALSO IN PBW
SECTOR DRIFT (PBW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
CANADIAN SOLAR INC | 2.0% | 4.5% | 2.0% |
 |
FLUENCE ENERGY INC CLASS A | 1.9% | 5.2% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 2.6% | 1.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.8% | 6.8% | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 2.7% | 1.8% |
PBW Overweight Relative to CNRG
|
PLUG POWER INC | 2.1% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
ARCHER AVIATION INC CLASS A | 1.8% |
|
SIGMA LITHIUM CORPORATION | 1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.8% |
|
ENOVIX CORPORATION | 1.7% |
|
JOBY AVIATION, INC. | 1.7% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% |
|
ALBEMARLE CORP | 1.6% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 1.6% |
PBW Underweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | -7.2% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -4.9% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.9% |
|
FLUENCE ENERGY INC CLASS A | -3.3% |
|
BALLARD POWER SYSTEMS INC | -2.8% |
|
SUNRUN INC. | -2.6% |
|
TRANSALTA CORP | -2.5% |
|
CANADIAN SOLAR INC | -2.5% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |
|
CONSTELLATION ENERGY CORPORATION | -2.2% |