Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
29%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
FRNW
69
HOLDINGS
31%
ALSO IN CNRG
CNRG
36
HOLDINGS
42%
ALSO IN FRNW
SECTOR DRIFT (FRNW minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in FRNW
Weight
in CNRG
Overlap
GE VERONA 5.5% 3.6% 3.6%
BLOOM ENERGY CORPORATION CLASS A 4.8% 3.6% 3.6%
FIRST SOLAR INC 3.9% 2.8% 2.8%
ORMAT TECHNOLOGIES INC 2.5% 2.6% 2.5%
NEXTRACKER, INC. CLASS A 3.4% 2.5% 2.5%
FRNW Overweight Relative to CNRG
VESTAS WIND SYSTEMS A/S 4.7%
EDP-ENERGIAS DE PORTUGAL SA 3.4%
ENLIGHT RENEWABLE ENERGY LTD 3.2%
ACCIONA SA 3.0%
ORSTED 3.0%
NORDEX AG 2.6%
CLEARWAY ENERGY, INC. CLASS C 2.1%
BROOKFIELD RENEWABLE CORP 2.1%
VERBUND AG 2.1%
ITRON INC 2.1%
FRNW Underweight Relative to CNRG
CONSTELLATION ENERGY CORPORATION -4.1%
ARCOSA INC -4.0%
CEMIG SA -SPONS ADR -3.5%
AES CORP -3.4%
NEXTERA ENERGY GROUP -3.3%
TRANSALTA CORP -3.2%
AVISTA CORP -3.0%
ENERGY VAULT HOLDINGS, INC. -3.0%
DAQO NEW ENERGY CORP. SPONSORED ADR -2.9%
GENERAC HOLDINGS INC -2.6%
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