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

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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |