Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
15%
ALSO IN CNRG
CNRG
36
HOLDINGS
31%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in ICLN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 8.6% | 3.6% | 3.6% |
|
FIRST SOLAR INC | 7.9% | 2.8% | 2.8% |
|
PLUG POWER INC | 2.8% | 2.5% | 2.5% |
|
NEXTRACKER, INC. CLASS A | 6.6% | 2.5% | 2.5% |
|
ENPHASE ENERGY INC | 4.5% | 2.4% | 2.4% |
ICLN Overweight Relative to CNRG
 |
CHINA YANGTZE POWER CO LTD-A | 7.7% |
|
FIRST SOLAR INC | 5.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 5.0% |
 |
VESTAS WIND SYSTEMS A/S | 4.5% |
|
NEXTRACKER, INC. CLASS A | 4.1% |
 |
EQUATORIAL ENERGIA SA - ORD | 3.3% |
 |
EDP-ENERGIAS DE PORTUGAL SA | 2.9% |
 |
CHUBU ELECTRIC POWER CO INC | 2.7% |
|
ENPHASE ENERGY INC | 2.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 2.1% |
ICLN Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.1% |
|
ARCOSA INC | -4.0% |
|
GE VERONA | -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% |
|
ENERGY VAULT HOLDINGS, INC. | -3.0% |