Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ACES
33
HOLDINGS
45%
ALSO IN CNRG
CNRG
35
HOLDINGS
43%
ALSO IN ACES
SECTOR DRIFT (ACES minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ACES |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.1% | 3.4% | 3.4% |
|
NEXTRACKER, INC. CLASS A | 5.5% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 4.9% | 2.8% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 5.0% | 2.7% | 2.7% |
|
SUNRUN INC. | 2.9% | 2.6% | 2.6% |
ACES Overweight Relative to CNRG
 |
NORTHLAND POWER INC | 6.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 5.9% |
|
ITRON INC | 5.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.4% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.3% |
|
DARLING INTERNATIONAL INC | 4.9% |
|
RIVIAN AUTOMOTIVE INC-A | 4.4% |
|
ALBEMARLE CORP | 4.0% |
|
ANDERSONS INC/THE | 3.4% |
|
TESLA MOTORS INC | 2.8% |
ACES Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.4% |
|
TRANSALTA CORP | -4.3% |
|
AES CORP | -4.1% |
|
GE VERONA | -4.0% |
|
NEXTERA ENERGY GROUP | -4.0% |
 |
CEMIG SA -SPONS ADR | -3.6% |
|
AVISTA CORP | -3.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.5% |
|
GENERAC HOLDINGS INC | -3.4% |
 |
TENARIS SA-ADR | -3.2% |