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

10
Number of overlapping holdings
22.7%
% of RAYS's 45 holdings also in CNRG
24.4%
% of CNRG's 41 holdings also in RAYS
Overlap by Weight
Sector Drift (RAYS 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 RAYS |
Weight in CNRG |
Overlap | |
---|---|---|---|---|
NEXTRACKER, INC. CLASS A | 7.1% | 4.4% | 4.4% | |
SUNRUN INC. | 3.6% | 2.8% | 2.8% | |
ENPHASE ENERGY INC | 10.0% | 2.7% | 2.7% | |
FIRST SOLAR INC | 8.8% | 2.7% | 2.7% | |
ARRAY TECHNOLOGIES INC | 1.4% | 4.1% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RAYS Overweight Relative to CNRG
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 9.2% | |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 7.9% | |
ENPHASE ENERGY INC | 7.3% | |
XI'AN LONGI SILICON MATERIALS CO., L | 7.1% | |
FIRST SOLAR INC | 6.2% | |
TIANJIN ZHONGHUAN SEMICOND-A | 3.7% | |
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.2% | |
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 3.0% | |
XINYI SOLAR HOLDINGS LTD | 2.8% | |
NEXTRACKER, INC. CLASS A | 2.7% |
RAYS Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A | -5.7% | |
CONSTELLATION ENERGY CORPORATION | -4.1% | |
GE VERONA | -3.5% | |
ALLETE INC | -3.3% | |
BLOOM ENERGY CORPORATION CLASS A | -3.2% | |
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.2% | |
NEXTERA ENERGY GROUP | -3.1% | |
ARCOSA INC | -3.0% | |
GENERAC HOLDINGS INC | -2.8% | |
ARRAY TECHNOLOGIES INC | -2.8% |