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
15
# OF OVERLAPPING
HOLDINGS
ACES
34
HOLDINGS
44%
ALSO IN CNRG
CNRG
41
HOLDINGS
37%
ALSO IN ACES
SECTOR DRIFT (ACES minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 5.5% | 3.0% | 3.0% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 5.0% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 5.0% | 2.8% | 2.8% |
|
NEXTRACKER, INC. CLASS A | 4.9% | 2.8% | 2.8% |
|
SUNRUN INC. | 4.9% | 2.7% | 2.7% |
ACES Overweight Relative to CNRG
|
ALBEMARLE CORP | 6.3% |
|
RIVIAN AUTOMOTIVE INC-A | 5.2% |
|
ITRON INC | 4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.9% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | 4.6% |
|
NORTHLAND POWER INC | 4.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 3.4% |
|
TESLA MOTORS INC | 2.7% |
|
ENPHASE ENERGY INC | 2.5% |
|
BORALEX INC -CL 'A' | 2.4% |
ACES Underweight Relative to CNRG
|
BLOOM ENERGY CORPORATION CLASS A | -3.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | -2.9% |
|
AES CORP | -2.9% |
 |
JINKOSOLAR HOLDING CO-ADR | -2.8% |
|
AVISTA CORP | -2.8% |
|
ARCOSA INC | -2.8% |
|
NEXTERA ENERGY GROUP | -2.7% |
|
CONSTELLATION ENERGY CORPORATION | -2.6% |
|
GENERAC HOLDINGS INC | -2.5% |
|
GE VERONA | -2.4% |