Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
PBW
70
HOLDINGS
30%
ALSO IN CNRG
CNRG
37
HOLDINGS
50%
ALSO IN PBW
SECTOR DRIFT (PBW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.6% | 3.0% | 2.6% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.9% | 3.1% | 1.9% |
|
FLUENCE ENERGY INC CLASS A | 1.8% | 1.7% | 1.7% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.6% | 2.1% | 1.6% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 1.6% | 2.2% | 1.6% |
PBW Overweight Relative to CNRG
|
HYLIION HOLDINGS CORP. CLASS A | 4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 3.0% |
|
ASPEN AEROGELS INC | 2.2% |
 |
BALLARD POWER SYSTEMS INC | 2.0% |
|
MYR GROUP INC/DELAWARE | 1.9% |
|
IONQ, INC. | 1.9% |
|
POWELL INDUSTRIES INC | 1.8% |
|
D-WAVE QUANTUM INC | 1.7% |
|
LIFEZONE HOLDINGS LTD | 1.7% |
|
MONOLITHIC POWER SYSTEMS INC | 1.6% |
PBW Underweight Relative to CNRG
|
GE VERONA | -3.6% |
|
ARCOSA INC | -3.4% |
|
TRANSALTA CORP | -3.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -3.1% |
|
CEMIG SA -SPONS ADR | -3.0% |
|
CONSTELLATION ENERGY CORPORATION | -2.9% |
|
NEXTERA ENERGY GROUP | -2.9% |
|
AES CORP | -2.9% |
|
AVISTA CORP | -2.8% |
|
GENERAC HOLDINGS INC | -2.8% |