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
18
# OF OVERLAPPING
HOLDINGS
PBW
52
HOLDINGS
35%
ALSO IN CNRG
CNRG
41
HOLDINGS
44%
ALSO IN PBW
SECTOR DRIFT (PBW minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in PBW |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 2.1% | 2.2% | 2.1% |
 |
CANADIAN SOLAR INC | 2.0% | 2.0% | 2.0% |
|
ARRAY TECHNOLOGIES INC | 1.9% | 2.4% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 1.8% | 2.5% | 1.8% |
|
NEXTRACKER, INC. CLASS A | 1.8% | 3.2% | 1.8% |
PBW Overweight Relative to CNRG
 |
STANDARD LITHIUM LTD. | 1.9% |
|
ARCHER AVIATION INC CLASS A | 1.8% |
|
SIGMA LITHIUM CORPORATION | 1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 1.8% |
|
ENOVIX CORPORATION | 1.7% |
|
JOBY AVIATION, INC. | 1.7% |
|
NIO INC. SPONSORED ADR CLASS A | 1.7% |
|
ALBEMARLE CORP | 1.6% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 1.6% |
|
EVGO, INC. CLASS A | 1.6% |
PBW Underweight Relative to CNRG
|
GENERAC HOLDINGS INC | -3.7% |
|
AES CORP | -3.4% |
|
CORNING INC | -3.4% |
|
GE VERONA | -3.3% |
|
NEXTERA ENERGY GROUP | -3.2% |
|
AVISTA CORP | -2.9% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.9% |
|
APPLIED MATERIALS INC | -2.8% |
 |
TENARIS SA-ADR | -2.8% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.7% |