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
OVERLAP
31%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
WATS
23
HOLDINGS
48%
ALSO IN CNRG
CNRG
36
HOLDINGS
27%
ALSO IN WATS
SECTOR DRIFT (WATS minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in WATS |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 10.8% | 7.4% | 7.4% |
|
SOLAREDGE TECHNOLOGIES, INC. | 6.3% | 4.2% | 4.2% |
|
GENERAC HOLDINGS INC | 3.9% | 3.8% | 3.8% |
|
ENPHASE ENERGY INC | 7.1% | 3.6% | 3.6% |
|
AES CORP | 3.0% | 2.4% | 2.4% |
WATS Overweight Relative to CNRG
|
TESLA MOTORS INC | 14.8% |
|
ENERSYS | 5.3% |
|
FLUENCE ENERGY INC CLASS A | 5.1% |
|
ENOVIX CORPORATION | 3.9% |
|
ALBEMARLE CORP | 3.7% |
 |
QUIMICA Y MINERA CHIL-SP ADR | 3.6% |
|
ENPHASE ENERGY INC | 3.5% |
|
SUNRUN INC. | 3.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.4% |
|
AMPRIUS TECHNOLOGIES INC | 3.2% |
WATS Underweight Relative to CNRG
|
APPLIED MATERIALS INC | -3.9% |
|
CORNING INC | -3.6% |
 |
BALLARD POWER SYSTEMS INC | -3.6% |
|
GE VERONA | -3.5% |
|
NEXTRACKER, INC. CLASS A | -3.2% |
|
PLUG POWER INC | -2.9% |
|
ARCOSA INC | -2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | -2.8% |
|
ORMAT TECHNOLOGIES INC | -2.6% |
 |
TENARIS SA-ADR | -2.4% |