Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
52.3%
% of RNEW's 47 holdings also in ACES
60.5%
% of ACES's 38 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.4% | 5.2% | 5.2% |
|
ENPHASE ENERGY INC | 5.3% | 4.5% | 4.5% |
|
TESLA MOTORS INC | 3.2% | 4.7% | 3.2% |
|
LUCID GROUP, INC. | 2.9% | 2.9% | 2.9% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | 2.4% | 5.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ACES
|
QUANTA SERVICES INC | 6.6% |
|
WASTE MANAGEMENT INC | 6.3% |
|
REPUBLIC SERVICES INC | 6.2% |
|
ECOLAB INC | 6.0% |
|
CLEAN HARBORS INC | 5.6% |
|
CHENIERE ENERGY INC | 5.0% |
|
DONALDSON CO INC | 4.6% |
|
BORGWARNER INC | 4.1% |
|
NEW FORTRESS ENERGY INC. CLASS A | 3.1% |
|
CASELLA WASTE SYSTEMS INC-A | 2.9% |
RNEW Underweight Relative to ACES
|
DARLING INTERNATIONAL INC | -5.5% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.4% |
|
NEXTRACKER, INC. CLASS A | -5.3% |
|
NORTHLAND POWER INC | -4.9% |
|
ALBEMARLE CORP | -4.5% |
|
WOLFSPEED INC | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -2.6% |
|
ITRON INC | -2.6% |
|
BORALEX INC -CL 'A' | -2.5% |