Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
TAN
42
HOLDINGS
37%
ALSO IN CNRG
CNRG
36
HOLDINGS
31%
ALSO IN TAN
SECTOR DRIFT (TAN minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
FIRST SOLAR INC | 12.1% | 2.8% | 2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 3.5% | 2.6% | 2.6% |
|
NEXTRACKER, INC. CLASS A | 9.7% | 2.5% | 2.5% |
|
SUNRUN INC. | 4.8% | 2.5% | 2.5% |
|
ENPHASE ENERGY INC | 8.2% | 2.4% | 2.4% |
TAN Overweight Relative to CNRG
|
FIRST SOLAR INC | 9.3% |
 |
ENLIGHT RENEWABLE ENERGY LTD | 7.3% |
|
NEXTRACKER, INC. CLASS A | 7.2% |
|
ENPHASE ENERGY INC | 5.8% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.0% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | 3.8% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.8% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.5% |
 |
GCL POLY ENERGY HOLDINGS LTD | 3.1% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.8% |
TAN Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.1% |
|
ARCOSA INC | -4.0% |
|
GE VERONA | -3.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -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% |