Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
TAN
47
HOLDINGS
34%
ALSO IN CNRG
CNRG
35
HOLDINGS
31%
ALSO IN TAN
SECTOR DRIFT (TAN minus CNRG)
OVERLAPPING HOLDINGS
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| Company | Weight in TAN |
Weight in CNRG |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 10.9% | 2.9% | 2.9% |
|
FIRST SOLAR INC | 9.5% | 2.8% | 2.8% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.8% | 3.2% | 2.8% |
|
SUNRUN INC. | 3.9% | 2.6% | 2.6% |
|
SOLAREDGE TECHNOLOGIES, INC. | 3.8% | 2.2% | 2.2% |
TAN Overweight Relative to CNRG
 |
ENLIGHT RENEWABLE ENERGY LTD | 8.9% |
|
NEXTRACKER, INC. CLASS A | 8.1% |
|
FIRST SOLAR INC | 6.7% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.3% |
|
DORAL GROUP RENEWABLE ENERGY RESOURC | 5.3% |
|
CLEARWAY ENERGY, INC. CLASS C | 4.4% |
 |
GCL POLY ENERGY HOLDINGS LTD | 3.9% |
|
ENPHASE ENERGY INC | 3.9% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | 3.3% |
|
XINYI SOLAR HOLDINGS LTD | 2.8% |
TAN Underweight Relative to CNRG
|
CONSTELLATION ENERGY CORPORATION | -4.4% |
 |
TRANSALTA CORP | -4.3% |
|
AES CORP | -4.1% |
|
GE VERONA | -4.0% |
|
NEXTERA ENERGY GROUP | -4.0% |
 |
CEMIG SA -SPONS ADR | -3.6% |
|
AVISTA CORP | -3.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.5% |
|
TESLA MOTORS INC | -3.4% |
|
GENERAC HOLDINGS INC | -3.4% |