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
12

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
17%
ALSO IN CNRG
CNRG
35
HOLDINGS
34%
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 6.1% 3.5% 3.5%
NEXTRACKER, INC. CLASS A 7.9% 2.9% 2.9%
FIRST SOLAR INC 8.4% 2.8% 2.8%
ORMAT TECHNOLOGIES INC 3.0% 2.7% 2.7%
ENPHASE ENERGY INC 2.5% 2.1% 2.1%
ICLN Overweight Relative to CNRG
IBERDROLA SA 7.2%
CHINA YANGTZE POWER CO LTD-A 5.6%
FIRST SOLAR INC 5.6%
NEXTRACKER, INC. CLASS A 5.0%
AXIA ENERGIA 4.3%
VESTAS WIND SYSTEMS A/S 3.4%
CHUBU ELECTRIC POWER CO INC 2.8%
BLOOM ENERGY CORPORATION CLASS A 2.5%
EDP-ENERGIAS DE PORTUGAL SA 2.4%
ENLIGHT RENEWABLE ENERGY LTD 2.2%
ICLN Underweight Relative to CNRG
CONSTELLATION ENERGY CORPORATION -4.4%
TRANSALTA CORP -4.3%
AES CORP -4.1%
GE VERONA -4.0%
NEXTERA ENERGY GROUP -4.0%
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%
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