Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
CNRG
36
HOLDINGS
31%
ALSO IN TAN
TAN
42
HOLDINGS
37%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 2.8% | 12.1% | 2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.6% | 3.5% | 2.6% |
|
NEXTRACKER, INC. CLASS A | 2.5% | 9.7% | 2.5% |
|
SUNRUN INC. | 2.5% | 4.8% | 2.5% |
|
ENPHASE ENERGY INC | 2.4% | 8.2% | 2.4% |
CNRG Overweight Relative to TAN
|
CONSTELLATION ENERGY CORPORATION | 4.1% |
|
ARCOSA INC | 4.0% |
|
GE VERONA | 3.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 3.6% |
 |
CEMIG SA -SPONS ADR | 3.5% |
|
AES CORP | 3.4% |
|
NEXTERA ENERGY GROUP | 3.3% |
 |
TRANSALTA CORP | 3.2% |
|
AMERESCO INC-CL A | 3.0% |
|
AVISTA CORP | 3.0% |
CNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -9.3% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -7.3% |
|
NEXTRACKER, INC. CLASS A | -7.2% |
|
ENPHASE ENERGY INC | -5.8% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.0% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | -3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | -3.8% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.5% |
 |
GCL POLY ENERGY HOLDINGS LTD | -3.1% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.8% |