Fund Overlap

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


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OVERLAP
27%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
15%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
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 12.2% 6.0% 6.0%
ENPHASE ENERGY INC 6.0% 4.4% 4.4%
NEXTRACKER, INC. CLASS A 8.5% 3.7% 3.7%
PLUG POWER INC 3.7% 3.7% 3.7%
SOLAREDGE TECHNOLOGIES, INC. 3.0% 5.1% 3.0%
ICLN Overweight Relative to CNRG
FIRST SOLAR INC 7.2%
BLOOM ENERGY CORPORATION CLASS A 6.3%
CHINA YANGTZE POWER CO LTD-A 5.4%
NEXTRACKER, INC. CLASS A 4.8%
VESTAS WIND SYSTEMS A/S 2.7%
EQUATORIAL ENERGIA SA - ORD 2.3%
SUZLON ENERGY LIMITED 2.1%
EDP-ENERGIAS DE PORTUGAL SA 1.9%
CHUBU ELECTRIC POWER CO INC 1.9%
CLEARWAY ENERGY, INC. CLASS C 1.7%
ICLN Underweight Relative to CNRG
BALLARD POWER SYSTEMS INC -4.8%
GENERAC HOLDINGS INC -3.5%
CORNING INC -3.1%
GE VERONA -2.8%
APPLIED MATERIALS INC -2.6%
ORMAT TECHNOLOGIES INC -2.6%
AMERICAN SUPERCONDUCTOR CORPORATION -2.5%
ARCOSA INC -2.4%
TENARIS SA-ADR -2.4%
AMERESCO INC-CL A -2.4%
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