Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
12%
ALSO IN HYDR
HYDR
25
HOLDINGS
20%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus HYDR)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in HYDR |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 12.1% | 6.0% |
 |
BALLARD POWER SYSTEMS INC | 4.8% | 6.2% | 4.8% |
|
PLUG POWER INC | 3.7% | 12.2% | 3.7% |
|
CUMMINS INC | 2.0% | 1.8% | 1.8% |
|
HYSTER-YALE MATERIALS | 0.6% | 0.7% | 0.6% |
CNRG Overweight Relative to HYDR
|
SOLAREDGE TECHNOLOGIES, INC. | 5.1% |
|
ENPHASE ENERGY INC | 4.4% |
|
NEXTRACKER, INC. CLASS A | 3.7% |
|
GENERAC HOLDINGS INC | 3.5% |
|
CORNING INC | 3.1% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.1% |
|
GE VERONA | 2.8% |
|
APPLIED MATERIALS INC | 2.6% |
|
ORMAT TECHNOLOGIES INC | 2.6% |
|
FIRST SOLAR INC | 2.5% |
CNRG Underweight Relative to HYDR
 |
DOOSAN FUEL CELL CO., LTD. | -12.6% |
 |
CERES POWER HOLDINGS PLC | -10.2% |
|
PLUG POWER INC | -8.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -6.1% |
|
ITM POWER PLC | -5.3% |
 |
NEL ASA | -5.3% |
 |
SFC ENERGY AG | -4.9% |
|
FUELCELL ENERGY, INC. | -4.4% |
|
VINA TECH CO LTD | -4.2% |
|
AFC ENERGY PLC | -3.4% |