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
39.5%
% of RNEW's 42 holdings also in PBW
27.8%
% of PBW's 54 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus PBW)
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 PBW |
Overlap | |
|---|---|---|---|---|
 |
QUANTA SERVICES INC | 4.6% | 2.2% | 2.2% |
|
ORMAT TECHNOLOGIES INC | 2.6% | 2.0% | 2.0% |
|
ITRON INC | 2.8% | 2.0% | 2.0% |
|
FIRST SOLAR INC | 3.8% | 2.0% | 2.0% |
|
RIVIAN AUTOMOTIVE INC-A | 4.7% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to PBW
|
REPUBLIC SERVICES INC | 6.7% |
|
CHENIERE ENERGY INC | 6.2% |
|
WASTE MANAGEMENT INC | 6.2% |
|
CHENIERE ENERGY PARTNERS LP | 6.0% |
|
ECOLAB INC | 5.5% |
|
CLEAN HARBORS INC | 4.8% |
|
DONALDSON CO INC | 4.4% |
|
CASELLA WASTE SYSTEMS INC-A | 4.4% |
|
LUCID GROUP, INC. | 4.2% |
|
IDACORP INC | 3.8% |
RNEW Underweight Relative to PBW
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -2.4% |
 |
RENEW ENERGY GLOBAL PLC CLASS A | -2.3% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -2.1% |
|
DARLING INTERNATIONAL INC | -2.0% |
|
MP MATERIALS CORP CLASS A | -2.0% |
|
PREFORMED LINE PRODUCTS CO | -2.0% |
 |
STANDARD LITHIUM LTD. | -1.9% |
|
BEL FUSE INC-CL B | -1.9% |
|
CORTEVA INC | -1.9% |
|
ESCO TECHNOLOGIES INC | -1.9% |