Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
39%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN TAN
SECTOR DRIFT (TAN minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
SUNRUN INC. | 5.9% | 4.4% | 4.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.9% | 3.9% | 3.9% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.6% | 3.7% | 3.6% |
|
JINKOSOLAR HOLDING CO-ADR | 2.9% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 10.0% | 2.8% | 2.8% |
TAN Overweight Relative to CNRG
|
GCL POLY ENERGY HOLDINGS LTD | 7.8% |
|
FIRST SOLAR INC | 7.1% |
|
NEXTRACKER, INC. CLASS A | 6.0% |
|
XINYI SOLAR HOLDINGS LTD | 5.2% |
|
ENPHASE ENERGY INC | 4.7% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 4.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.3% |
|
GRENERGY RENOVABLES S.A | 2.4% |
TAN Underweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | -5.1% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | -3.7% |
|
GENERAC HOLDINGS INC | -3.5% |
|
GE VERONA | -3.0% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | -3.0% |
|
ORMAT TECHNOLOGIES INC | -2.8% |
|
AMERESCO INC-CL A | -2.8% |
|
AES CORP | -2.8% |
 |
TRANSALTA CORP | -2.7% |
|
FLUENCE ENERGY INC CLASS A | -2.6% |