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

21
Number of overlapping holdings
36.2%
% of PBW's 58 holdings also in CNRG
51.2%
% of CNRG's 41 holdings also in PBW
Overlap by Weight
Sector Drift (PBW 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 PBW |
Weight in CNRG |
Overlap | |
---|---|---|---|---|
NEXTRACKER, INC. CLASS A | 2.2% | 4.4% | 2.2% | |
ARRAY TECHNOLOGIES INC | 2.0% | 4.1% | 2.0% | |
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.9% | 5.7% | 1.9% | |
AMERICAN SUPERCONDUCTOR CORPORATION | 1.6% | 1.9% | 1.6% | |
AMERESCO INC-CL A | 1.6% | 2.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to CNRG
AMPRIUS TECHNOLOGIES INC | 2.8% | |
MP MATERIALS CORP CLASS A | 2.1% | |
ENOVIX CORPORATION | 1.9% | |
PREFORMED LINE PRODUCTS CO | 1.9% | |
XPENG, INC. ADR SPONSORED CLASS A | 1.9% | |
BALLARD POWER SYSTEMS INC | 1.7% | |
MONOLITHIC POWER SYSTEMS INC | 1.7% | |
DARLING INTERNATIONAL INC | 1.7% | |
CORTEVA INC | 1.7% | |
SOLID POWER, INC. CLASS A | 1.7% |
PBW Underweight Relative to CNRG
CONSTELLATION ENERGY CORPORATION | -4.1% | |
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.8% | |
GE VERONA | -3.5% | |
ALLETE INC | -3.3% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% | |
NEXTERA ENERGY GROUP | -3.1% | |
ARCOSA INC | -3.0% | |
GENERAC HOLDINGS INC | -2.8% | |
AES CORP | -2.6% | |
CORNING INC | -2.3% |