Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
NRJC.L
85
HOLDINGS
40%
ALSO IN WRNW.L
WRNW.L
90
HOLDINGS
38%
ALSO IN NRJC.L
SECTOR DRIFT (NRJC.L minus WRNW.L)
OVERLAPPING HOLDINGS
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| Company | Weight in NRJC.L |
Weight in WRNW.L |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 3.6% | 3.6% |
|
FIRST SOLAR INC | 2.0% | 2.0% | 2.0% |
|
NEXTRACKER, INC. CLASS A | 1.7% | 2.5% | 1.7% |
 |
VESTAS WIND SYSTEMS A/S | 2.8% | 1.1% | 1.1% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 1.1% | 1.3% | 1.1% |
NRJC.L Overweight Relative to WRNW.L
|
GE VERONA | 9.7% |
 |
SIEMENS ENERGY AG | 9.1% |
 |
IBERDROLA SA | 6.3% |
|
NEXTERA ENERGY GROUP | 6.2% |
 |
SCHNEIDER ELECTRIC SA | 6.0% |
 |
MURATA MANUFACTURING CO LTD | 4.9% |
|
EXELON CORP | 3.8% |
|
P G & E CORP | 3.3% |
|
EDISON INTERNATIONAL | 2.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.3% |
NRJC.L Underweight Relative to WRNW.L
 |
DOOSAN FUEL CELL CO., LTD. | -5.7% |
 |
BEIJING SIFANG AUTOMATION CO., LTD. | -4.6% |
 |
BALLARD POWER SYSTEMS INC | -3.1% |
|
SUNRUN INC. | -2.6% |
|
ARRAY TECHNOLOGIES INC | -2.5% |
|
QUANTUMSCAPE CORPORATION CLASS A | -2.4% |
 |
ENEL SPA | -2.3% |
 |
UMICORE | -2.2% |
|
CANADIAN SOLAR INC | -2.1% |
|
SHIN-ETSU CHEMICAL CO LTD | -2.0% |