Fund Overlap

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


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21

Number of overlapping holdings

50.0%

% of RNEW's 45 holdings also in ACES

56.8%

% of ACES's 37 holdings also in RNEW

Overlap by Weight
Sector Drift (RNEW minus ACES)
Overlapping Holdings

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Company Weight
in RNEW
Weight
in ACES
Overlap
TESLA MOTORS INC 9.5% 7.8% 7.8%
RIVIAN AUTOMOTIVE INC-A 5.1% 4.4% 4.4%
FIRST SOLAR INC 3.2% 4.5% 3.2%
ITRON INC 2.8% 5.8% 2.8%
ENPHASE ENERGY INC 2.6% 3.1% 2.6%

Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ACES
CHENIERE ENERGY INC 6.9%
QUANTA SERVICES INC 6.1%
CLEAN HARBORS INC 5.7%
REPUBLIC SERVICES INC 5.7%
WASTE MANAGEMENT INC 5.6%
ECOLAB INC 5.0%
DONALDSON CO INC 4.8%
BORGWARNER INC 4.0%
CASELLA WASTE SYSTEMS INC-A 3.3%
BLOOM ENERGY CORPORATION CLASS A 3.2%
RNEW Underweight Relative to ACES
ALBEMARLE CORP -6.6%
ARCADIUM LITHIUM PLC -6.3%
NEXTRACKER, INC. CLASS A -5.2%
DARLING INTERNATIONAL INC -5.2%
BROOKFIELD RENEWABLE PARTNERS LP -5.1%
NORTHLAND POWER INC -4.3%
HANNON ARMSTRONG SUSTAINABLE -4.2%
ITRON INC -3.1%
ORMAT TECHNOLOGIES INC -2.8%
BORALEX INC -CL 'A' -2.6%
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