Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
12%
ALSO IN SIMS
SIMS
42
HOLDINGS
13%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus SIMS)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in SIMS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 4.2% | 4.4% | 4.2% |
|
GENERAC HOLDINGS INC | 3.7% | 3.9% | 3.7% |
|
ADT, INC. | 2.1% | 2.9% | 2.1% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 1.9% | 2.0% | 1.9% |
|
FLUENCE ENERGY INC CLASS A | 1.4% | 1.2% | 1.2% |
CNRG Overweight Relative to SIMS
|
ENPHASE ENERGY INC | 3.5% |
|
AES CORP | 3.4% |
|
CORNING INC | 3.4% |
|
GE VERONA | 3.3% |
|
NEXTRACKER, INC. CLASS A | 3.2% |
|
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 SIMS
|
SILICON LABORATORIES INC | -4.1% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -3.6% |
|
MUELLER WATER PRODUCTS INC-A | -3.5% |
|
SELECT ENERGY SERVICES, INC. CLASS A | -3.3% |
|
RESIDEO TECHNOLOGIES, INC. | -3.2% |
|
ARLO TECHNOLOGIES, INC. | -3.2% |
|
HAWKINS INC | -3.1% |
|
TETRA TECH INC | -3.1% |
|
VERALTO CORPORATION | -2.9% |
|
ITRON INC | -2.8% |