Fund Overlap

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


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12

Number of overlapping holdings

30.8%

% of RNEW's 43 holdings also in CNRG

29.3%

% of CNRG's 41 holdings also in RNEW

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

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Company Weight
in RNEW
Weight
in CNRG
Overlap
BLOOM ENERGY CORPORATION CLASS A 2.9% 3.2% 2.9%
ENPHASE ENERGY INC 4.4% 2.7% 2.7%
FIRST SOLAR INC 4.4% 2.7% 2.7%
ORMAT TECHNOLOGIES INC 2.1% 2.6% 2.1%
TESLA MOTORS INC 5.0% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to CNRG
CHENIERE ENERGY PARTNERS LP 5.5%
CHENIERE ENERGY INC 5.4%
REPUBLIC SERVICES INC 5.3%
WASTE MANAGEMENT INC 5.3%
ECOLAB INC 5.2%
CLEAN HARBORS INC 4.9%
QUANTA SERVICES INC 4.7%
RIVIAN AUTOMOTIVE INC-A 4.6%
DONALDSON CO INC 4.5%
LUCID GROUP, INC. 4.4%
RNEW Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A -5.7%
NEXTRACKER, INC. CLASS A -4.4%
CONSTELLATION ENERGY CORPORATION -4.1%
ARRAY TECHNOLOGIES INC -3.5%
GE VERONA -3.5%
ALLETE INC -3.3%
DAQO NEW ENERGY CORP. SPONSORED ADR -3.2%
NEXTERA ENERGY GROUP -3.1%
ARCOSA INC -3.0%
SHOALS TECHNOLOGIES GROUP, INC. CLAS -2.9%
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