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
19
# OF OVERLAPPING
HOLDINGS
PBW
75
HOLDINGS
31%
ALSO IN CNRG
CNRG
35
HOLDINGS
54%
ALSO IN PBW
SECTOR DRIFT (PBW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 2.0% | 3.6% | 2.0% |
|
ORMAT TECHNOLOGIES INC | 1.9% | 2.6% | 1.9% |
|
FIRST SOLAR INC | 1.8% | 3.1% | 1.8% |
|
TESLA MOTORS INC | 1.8% | 2.9% | 1.8% |
|
ARRAY TECHNOLOGIES INC | 1.8% | 3.3% | 1.8% |
PBW Overweight Relative to CNRG
|
UNIVERSAL DISPLAY CORP | 1.8% |
|
ENOVIX CORPORATION | 1.8% |
|
ITRON INC | 1.7% |
 |
BROOKFIELD RENEWABLE CORP | 1.7% |
|
BEL FUSE INC-CL B | 1.7% |
|
QUANTA SERVICES INC | 1.6% |
|
MYR GROUP INC/DELAWARE | 1.6% |
|
LIFEZONE HOLDINGS LTD | 1.6% |
|
ESCO TECHNOLOGIES INC | 1.6% |
|
DARLING INTERNATIONAL INC | 1.6% |
PBW Underweight Relative to CNRG
|
TRANSALTA CORP | -4.1% |
|
CONSTELLATION ENERGY CORPORATION | -4.0% |
|
NEXTERA ENERGY GROUP | -4.0% |
|
AES CORP | -4.0% |
|
AVISTA CORP | -3.7% |
 |
CEMIG SA -SPONS ADR | -3.5% |
|
GE VERNOVA | -3.5% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.4% |
 |
TENARIS SA-ADR | -2.9% |
|
GENERAC HOLDINGS INC | -2.9% |