Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
32.3%
% of PBW's 62 holdings also in RNEW
45.5%
% of RNEW's 47 holdings also in PBW
Overlap by Weight
Sector Drift (PBW minus RNEW)
Overlapping Holdings
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| Company | Weight in PBW |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 2.2% | 6.4% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 2.1% | 1.8% |
|
ITRON INC | 1.6% | 2.2% | 1.6% |
|
QUANTA SERVICES INC | 1.6% | 6.6% | 1.6% |
|
ENPHASE ENERGY INC | 1.6% | 5.3% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PBW Overweight Relative to RNEW
|
MP MATERIALS CORP CLASS A | 2.0% |
|
SOLID POWER, INC. CLASS A | 1.9% |
 |
SIGMA LITHIUM CORPORATION | 1.8% |
|
FLUENCE ENERGY INC CLASS A | 1.7% |
|
LANZATECH GLOBAL, INC. | 1.7% |
|
LITHIUM AMERICAS (ARGENTINA) CORP. | 1.7% |
|
ESCO TECHNOLOGIES INC | 1.7% |
|
BEL FUSE INC-CL B | 1.6% |
 |
JINKOSOLAR HOLDING CO-ADR | 1.6% |
|
PREFORMED LINE PRODUCTS CO | 1.6% |
PBW Underweight Relative to RNEW
|
WASTE MANAGEMENT INC | -6.3% |
|
REPUBLIC SERVICES INC | -6.2% |
|
ECOLAB INC | -6.0% |
|
CLEAN HARBORS INC | -5.6% |
|
QUANTA SERVICES INC | -5.0% |
|
CHENIERE ENERGY INC | -5.0% |
|
DONALDSON CO INC | -4.6% |
|
FIRST SOLAR INC | -4.2% |
|
BORGWARNER INC | -4.1% |
|
ENPHASE ENERGY INC | -3.7% |