Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
CNRG
35
HOLDINGS
29%
ALSO IN VCLN
VCLN
46
HOLDINGS
25%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus VCLN)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in VCLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 3.5% | 6.1% | 3.5% |
|
NEXTRACKER, INC. CLASS A | 2.9% | 6.7% | 2.9% |
|
FIRST SOLAR INC | 2.8% | 7.2% | 2.8% |
|
ORMAT TECHNOLOGIES INC | 2.7% | 2.8% | 2.7% |
|
CONSTELLATION ENERGY CORPORATION | 4.4% | 2.1% | 2.1% |
CNRG Overweight Relative to VCLN
 |
TRANSALTA CORP | 4.3% |
|
AES CORP | 4.1% |
 |
CEMIG SA -SPONS ADR | 3.6% |
|
AVISTA CORP | 3.6% |
|
TESLA MOTORS INC | 3.4% |
|
GENERAC HOLDINGS INC | 3.4% |
|
AMERESCO INC-CL A | 3.2% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 3.2% |
 |
TENARIS SA-ADR | 3.2% |
 |
DAQO NEW ENERGY CORP. SPONSORED ADR | 3.0% |
CNRG Underweight Relative to VCLN
 |
IBERDROLA SA | -7.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -4.7% |
|
FIRST SOLAR INC | -4.4% |
|
AXIA ENERGIA | -4.4% |
|
CLEARWAY ENERGY, INC. CLASS C | -4.1% |
|
NEXTRACKER, INC. CLASS A | -3.8% |
|
CHINA YANGTZE POWER CO LTD-A | -3.8% |
 |
VESTAS WIND SYSTEMS A/S | -3.8% |
 |
FORTUM OYJ | -3.1% |
 |
PRYSMIAN SPA | -2.8% |