Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
34.1%
% of RNEW's 47 holdings also in CNRG
31.9%
% of CNRG's 48 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.4% | 3.3% | 3.3% |
|
ENPHASE ENERGY INC | 5.3% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.1% | 2.5% | 2.1% |
|
TESLA MOTORS INC | 3.2% | 1.7% | 1.7% |
|
SUNRUN INC. | 1.2% | 2.0% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to CNRG
|
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% |
|
FIRST SOLAR INC | 3.1% |
|
NEW FORTRESS ENERGY INC. CLASS A | 3.1% |
RNEW Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.5% |
|
CUMMINS INC | -3.5% |
|
AVANGRID, INC. | -3.1% |
|
NEXTRACKER, INC. CLASS A | -3.1% |
|
GENERAC HOLDINGS INC | -3.0% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | -2.8% |
|
ENBRIDGE INC | -2.8% |
|
ADT, INC. | -2.8% |