Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
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 | 4.4% | 6.5% | 4.4% |
|
NEXTRACKER, INC. CLASS A | 3.7% | 5.9% | 3.7% |
|
PLUG POWER INC | 3.7% | 6.0% | 3.7% |
|
ORMAT TECHNOLOGIES INC | 2.6% | 4.8% | 2.6% |
|
FIRST SOLAR INC | 2.5% | 6.2% | 2.5% |
CNRG Overweight Relative to ACES
|
BLOOM ENERGY CORPORATION CLASS A | 6.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 5.1% |
|
GENERAC HOLDINGS INC | 3.5% |
|
CORNING INC | 3.1% |
 |
BALLARD POWER SYSTEMS INC | 3.1% |
|
GE VERONA | 2.8% |
|
APPLIED MATERIALS INC | 2.6% |
|
ARCOSA INC | 2.4% |
 |
TENARIS SA-ADR | 2.4% |
|
AVISTA CORP | 2.3% |
CNRG Underweight Relative to ACES
|
BROOKFIELD RENEWABLE PARTNERS LP | -4.7% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.4% |
|
NORTHLAND POWER INC | -4.2% |
|
ALBEMARLE CORP | -4.2% |
|
RIVIAN AUTOMOTIVE INC-A | -4.1% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.8% |
|
FIRST SOLAR INC | -3.8% |
|
ITRON INC | -3.5% |
|
BORALEX INC -CL 'A' | -3.0% |
|
TESLA MOTORS INC | -2.7% |