Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
42.1%
% of TAN's 38 holdings also in CNRG
34.0%
% of CNRG's 48 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 | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 12.4% | 3.3% | 3.3% |
|
NEXTRACKER, INC. CLASS A | 8.0% | 3.1% | 3.1% |
|
ENPHASE ENERGY INC | 9.4% | 2.8% | 2.8% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 2.2% | 2.7% | 2.2% |
|
SUNRUN INC. | 4.1% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
TAN Overweight Relative to CNRG
|
FIRST SOLAR INC | 9.1% |
|
ENPHASE ENERGY INC | 6.6% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.2% |
|
NEXTRACKER, INC. CLASS A | 4.9% |
|
GCL POLY ENERGY HOLDINGS LTD | 4.8% |
|
XINYI SOLAR HOLDINGS LTD | 4.7% |
 |
ENCAVIS AG | 3.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.1% |
 |
NEOEN S.A. | 2.6% |
 |
HANWHA CHEMICAL CORP | 2.5% |
TAN Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.5% |
|
CUMMINS INC | -3.5% |
|
AVANGRID, INC. | -3.1% |
|
GENERAC HOLDINGS INC | -3.0% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
APPLIED MATERIALS INC | -2.9% |
 |
ALGONQUIN POWER & UTILITIES CORP. | -2.8% |
|
ENBRIDGE INC | -2.8% |
|
ADT, INC. | -2.8% |
|
CONSOLIDATED EDISON INC | -2.8% |