Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
RAYS
50
HOLDINGS
18%
ALSO IN CNRG
CNRG
41
HOLDINGS
20%
ALSO IN RAYS
SECTOR DRIFT (RAYS minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in RAYS |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 8.3% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 7.2% | 2.7% | 2.7% |
|
ENPHASE ENERGY INC | 6.7% | 2.7% | 2.7% |
|
SUNRUN INC. | 1.3% | 2.5% | 1.3% |
|
SOLAREDGE TECHNOLOGIES, INC. | 1.0% | 2.8% | 1.0% |
RAYS Overweight Relative to CNRG
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | 8.5% |
|
XI'AN LONGI SILICON MATERIALS CO., L | 8.1% |
|
NEXTRACKER, INC. CLASS A | 5.4% |
|
FIRST SOLAR INC | 4.5% |
|
ZHEJIANG CHINT ELECTRICS-A | 4.2% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 4.0% |
|
ENPHASE ENERGY INC | 4.0% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | 3.2% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 3.2% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | 3.0% |
RAYS Underweight Relative to CNRG
|
JINKOSOLAR HOLDING CO-ADR | -3.3% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.2% |
|
GENERAC HOLDINGS INC | -3.2% |
|
CONSTELLATION ENERGY CORPORATION | -3.2% |
|
GE VERONA | -3.2% |
|
ORMAT TECHNOLOGIES INC | -3.1% |
|
DAQO NEW ENERGY CORP. SPONSORED ADR | -3.1% |
 |
TRANSALTA CORP | -3.0% |
|
AVISTA CORP | -2.9% |
|
ARCOSA INC | -2.9% |