Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

13

Number of overlapping holdings

40.6%

% of TAN's 32 holdings also in CNRG

31.7%

% of CNRG's 41 holdings also in TAN

Overlap by Weight
Sector Drift (TAN minus CNRG)
Overlapping Holdings

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Company Weight
in TAN
Weight
in CNRG
Overlap
NEXTRACKER, INC. CLASS A 11.9% 4.4% 4.4%
ARRAY TECHNOLOGIES INC 3.8% 4.1% 3.8%
SHOALS TECHNOLOGIES GROUP, INC. CLASS A 2.9% 3.4% 2.9%
DAQO NEW ENERGY CORP. SPONSORED ADR 2.9% 3.2% 2.9%
SUNRUN INC. 4.7% 2.8% 2.8%

Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to CNRG
NEXTRACKER, INC. CLASS A 7.4%
GCL POLY ENERGY HOLDINGS LTD 6.6%
ENPHASE ENERGY INC 5.9%
FIRST SOLAR INC 5.9%
XINYI SOLAR HOLDINGS LTD 4.5%
HANNON ARMSTRONG SUSTAINABLE 3.9%
NEOEN S.A. 3.8%
CLEARWAY ENERGY, INC. CLASS C 3.1%
ENLIGHT RENEWABLE ENERGY LTD 2.8%
FLAT GLASS GROUP CO., LTD. CLASS H 2.2%
TAN Underweight Relative to CNRG
EOS ENERGY ENTERPRISES, INC. CLASS A -5.7%
CONSTELLATION ENERGY CORPORATION -4.1%
GE VERONA -3.5%
ALLETE INC -3.3%
BLOOM ENERGY CORPORATION CLASS A -3.2%
NEXTERA ENERGY GROUP -3.1%
ARCOSA INC -3.0%
GENERAC HOLDINGS INC -2.8%
AMERESCO INC-CL A -2.6%
AES CORP -2.6%
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