Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
13.6%
% of RNEW's 47 holdings also in ETEC
14.0%
% of ETEC's 48 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus ETEC)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in ETEC |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.4% | 4.2% | 4.2% |
|
BORGWARNER INC | 4.1% | 6.5% | 4.1% |
|
TESLA MOTORS INC | 3.2% | 3.6% | 3.2% |
|
ENPHASE ENERGY INC | 5.3% | 3.2% | 3.2% |
|
LUCID GROUP, INC. | 2.9% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to ETEC
|
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% |
|
NEW FORTRESS ENERGY INC. CLASS A | 3.1% |
|
CASELLA WASTE SYSTEMS INC-A | 2.9% |
|
IDACORP INC | 2.6% |
RNEW Underweight Relative to ETEC
 |
SAMSUNG SDI CO LTD | -6.8% |
 |
YASKAWA ELECTRIC CORP | -5.7% |
|
UNIVERSAL DISPLAY CORP | -5.7% |
|
KURITA WATER INDUSTRIES LTD | -4.6% |
 |
UMICORE | -4.5% |
 |
VOLTRONIC POWER TECHNOLOGY CORP. | -4.4% |
 |
JOHNSON MATTHEY PLC | -4.2% |
 |
SIEMENS ENERGY AG | -3.9% |
 |
WARTSILA OYJ | -3.3% |
|
XYLEM INC | -3.2% |