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
TAN
28
HOLDINGS
39%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN TAN
SECTOR DRIFT (TAN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in CNRG
Overlap
ENPHASE ENERGY INC 6.7% 3.0% 3.0%
SOLAREDGE TECHNOLOGIES, INC. 5.0% 2.9% 2.9%
ARRAY TECHNOLOGIES INC 3.6% 2.8% 2.8%
NEXTRACKER, INC. CLASS A 10.5% 2.8% 2.8%
SHOALS TECHNOLOGIES GROUP, INC. CLASS A 3.4% 2.8% 2.8%
TAN Overweight Relative to CNRG
FIRST SOLAR INC 7.8%
NEXTRACKER, INC. CLASS A 7.7%
GCL POLY ENERGY HOLDINGS LTD 6.0%
XINYI SOLAR HOLDINGS LTD 4.5%
SUNRUN INC. 4.1%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
HANNON ARMSTRONG SUSTAINABLE 4.0%
ENPHASE ENERGY INC 3.8%
SOLARIA ENERGIA Y MEDIO AMBI 3.3%
CLEARWAY ENERGY, INC. CLASS C 3.2%
TAN Underweight Relative to CNRG
BLOOM ENERGY CORPORATION CLASS A -3.6%
ENERGY VAULT HOLDINGS, INC. -3.1%
AES CORP -2.9%
EOS ENERGY ENTERPRISES, INC. CLASS A -2.8%
ORMAT TECHNOLOGIES INC -2.8%
AVISTA CORP -2.8%
ARCOSA INC -2.8%
BALLARD POWER SYSTEMS INC -2.7%
NEXTERA ENERGY GROUP -2.7%
PLUG POWER INC -2.7%
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