Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
37%
ALSO IN ACES
ACES
34
HOLDINGS
44%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
ENPHASE ENERGY INC | 3.5% | 6.9% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 3.2% | 6.0% | 3.2% |
|
ORMAT TECHNOLOGIES INC | 2.5% | 4.7% | 2.5% |
|
PLUG POWER INC | 2.2% | 3.3% | 2.2% |
|
FIRST SOLAR INC | 2.1% | 3.9% | 2.1% |
CNRG Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 4.2% |
|
GENERAC HOLDINGS INC | 3.7% |
|
AES CORP | 3.4% |
|
CORNING INC | 3.4% |
|
GE VERONA | 3.3% |
|
NEXTERA ENERGY GROUP | 3.2% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.1% |
|
AVISTA CORP | 2.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.9% |
|
APPLIED MATERIALS INC | 2.8% |
CNRG Underweight Relative to ACES
|
ALBEMARLE CORP | -7.3% |
 |
BROOKFIELD RENEWABLE PARTNERS LP | -5.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -5.6% |
|
NORTHLAND POWER INC | -5.6% |
|
ITRON INC | -4.9% |
|
RIVIAN AUTOMOTIVE INC-A | -4.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.3% |
|
ENPHASE ENERGY INC | -3.4% |
|
ANDERSONS INC/THE | -2.8% |
|
BORALEX INC -CL 'A' | -2.7% |