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

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% |