Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
54.5%
% of RNEW's 47 holdings also in CCSO
14.4%
% of CCSO's 167 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 | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 6.9% | 5.2% | 5.2% |
|
WASTE MANAGEMENT INC | 6.1% | 4.9% | 4.9% |
|
TESLA MOTORS INC | 3.4% | 5.0% | 3.4% |
|
FIRST SOLAR INC | 6.6% | 2.7% | 2.7% |
|
ENPHASE ENERGY INC | 5.0% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to CCSO
|
ECOLAB INC | 6.0% |
|
REPUBLIC SERVICES INC | 5.8% |
|
CLEAN HARBORS INC | 5.8% |
|
DONALDSON CO INC | 4.5% |
|
CHENIERE ENERGY INC | 4.5% |
|
BORGWARNER INC | 4.4% |
|
FIRST SOLAR INC | 3.9% |
|
ENPHASE ENERGY INC | 3.0% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | 2.8% |
|
CASELLA WASTE SYSTEMS INC-A | 2.8% |
RNEW Underweight Relative to CCSO
|
SOUTHERN COPPER CORP | -5.7% |
|
CARRIER GLOBAL CORP. | -5.6% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.1% |
 |
WASTE CONNECTIONS, INC. | -4.8% |
|
NUCOR CORP | -4.5% |
 |
LI AUTO, INC. SPONSORED ADR CLASS A | -3.4% |
|
CAMECO CORP | -2.8% |
|
STEEL DYNAMICS INC | -2.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.5% |
|
LENNOX INTERNATIONAL INC | -2.3% |