Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
50.0%
% of RNEW's 42 holdings also in CCSO
17.4%
% of CCSO's 110 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus CCSO)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in CCSO |
Overlap | |
|---|---|---|---|---|
 |
REPUBLIC SERVICES INC | 6.7% | 4.9% | 4.9% |
|
WASTE MANAGEMENT INC | 6.2% | 4.9% | 4.9% |
|
QUANTA SERVICES INC | 4.6% | 5.1% | 4.6% |
|
FIRST SOLAR INC | 3.8% | 1.8% | 1.8% |
|
RIVIAN AUTOMOTIVE INC-A | 4.7% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to CCSO
|
CHENIERE ENERGY INC | 6.2% |
|
CHENIERE ENERGY PARTNERS LP | 6.0% |
|
ECOLAB INC | 5.5% |
|
CLEAN HARBORS INC | 4.8% |
|
DONALDSON CO INC | 4.4% |
|
CASELLA WASTE SYSTEMS INC-A | 4.4% |
|
IDACORP INC | 3.8% |
|
BORGWARNER INC | 3.4% |
|
TESLA MOTORS INC | 3.3% |
|
LUCID GROUP, INC. | 3.3% |
RNEW Underweight Relative to CCSO
|
GE VERONA | -5.4% |
|
SOUTHERN COPPER CORP | -5.1% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.1% |
 |
WASTE CONNECTIONS, INC. | -5.0% |
|
CARRIER GLOBAL CORP. | -5.0% |
|
GFL ENVIRONMENTAL INC | -3.6% |
 |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.5% |
|
NUCOR CORP | -3.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.9% |
|
LENNOX INTERNATIONAL INC | -2.6% |