Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
18.2%
% of RNEW's 47 holdings also in RAYS
16.0%
% of RAYS's 50 holdings also in RNEW
Overlap by Weight
Sector Drift (RNEW minus RAYS)
Overlapping Holdings
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| Company | Weight in RNEW |
Weight in RAYS |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 6.4% | 10.1% | 6.4% |
|
ENPHASE ENERGY INC | 5.3% | 10.5% | 5.3% |
|
SUNRUN INC. | 1.2% | 2.5% | 1.2% |
|
ARRAY TECHNOLOGIES INC | 0.9% | 2.3% | 0.9% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 0.8% | 1.7% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
RNEW Overweight Relative to RAYS
|
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% |
|
TESLA MOTORS INC | 3.2% |
|
NEW FORTRESS ENERGY INC. CLASS A | 3.1% |
RNEW Underweight Relative to RAYS
 |
SUNGROW POWER SUPPLY CO., LTD. CLASS | -9.9% |
|
XI'AN LONGI SILICON MATERIALS CO., L | -6.9% |
|
ENPHASE ENERGY INC | -5.2% |
|
NINGBO DEYE TECHNOLOGY CO., LTD. CLA | -4.9% |
|
FIRST SOLAR INC | -3.7% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.6% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | -3.5% |
|
XINYI SOLAR HOLDINGS LTD | -3.3% |
|
SHENZHEN S.C NEW ENERGY TECHNOLOGY C | -2.7% |
|
SHANGHAI AIKO SOLAR ENERGY CO., LTD. | -2.7% |