Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
31%
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 | |
|---|---|---|---|---|
 |
AMERICAN SUPERCONDUCTOR CORPORATION | 3.0% | 2.7% | 2.7% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.1% | 2.7% | 2.1% |
|
NEXTRACKER, INC. CLASS A | 2.0% | 2.9% | 2.0% |
|
FLUENCE ENERGY INC CLASS A | 1.9% | 2.7% | 1.9% |
|
SUNRUN INC. | 1.9% | 2.5% | 1.9% |
PBW Overweight Relative to CNRG
|
NAVITAS SEMICONDUCTOR CORPORATION | 4.3% |
|
SOLID POWER, INC. CLASS A | 2.6% |
|
QUANTA SERVICES INC | 2.3% |
|
MYR GROUP INC/DELAWARE | 2.1% |
|
JOBY AVIATION, INC. | 2.0% |
|
EVGO, INC. CLASS A | 2.0% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.9% |
 |
STANDARD LITHIUM LTD. | 1.9% |
|
REX STORES CORP | 1.9% |
|
BEL FUSE INC-CL B | 1.9% |
PBW Underweight Relative to CNRG
|
GENERAC HOLDINGS INC | -3.2% |
|
CONSTELLATION ENERGY CORPORATION | -3.2% |
|
GE VERONA | -3.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.1% |
|
TRANSALTA CORP | -3.0% |
|
AVISTA CORP | -2.9% |
|
ARCOSA INC | -2.9% |
|
ALLETE INC | -2.9% |
|
NEXTERA ENERGY GROUP | -2.9% |
|
AES CORP | -2.7% |