Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
AIPO
54
HOLDINGS
19%
ALSO IN URAN
URAN
40
HOLDINGS
27%
ALSO IN AIPO
SECTOR DRIFT (AIPO minus URAN)
OVERLAPPING HOLDINGS
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| Company | Weight in AIPO |
Weight in URAN |
Overlap | |
|---|---|---|---|---|
 |
CAMECO CORP | 4.6% | 8.8% | 4.6% |
 |
CONSTELLATION ENERGY CORPORATION | 3.5% | 9.6% | 3.5% |
|
ALTC ACQUISITION CORP. CLASS A | 1.9% | 4.0% | 1.9% |
|
BWX TECHNOLOGIES, INC. | 2.0% | 1.6% | 1.6% |
|
PUBLIC SERVICE ENTERPRISE GP | 1.4% | 3.1% | 1.4% |
AIPO Overweight Relative to URAN
|
QUANTA SERVICES INC | 8.2% |
|
GE VERONA | 7.6% |
 |
EATON CORP PLC | 6.7% |
|
VERTIV HOLDINGS CO. CLASS A | 6.3% |
|
NVIDIA CORP | 3.6% |
|
BROADCOM INC. | 3.6% |
|
HUBBELL INCORPORATED CLASS B | 2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.4% |
|
ADVANCED MICRO DEVICES | 2.2% |
|
MASTEC INC | 2.2% |
AIPO Underweight Relative to URAN
|
CONSTELLATION ENERGY CORPORATION | -6.1% |
 |
SILEX SYSTEMS LIMITED | -5.2% |
|
CAMECO CORP | -4.2% |
|
AMERICAN ELECTRIC POWER | -3.6% |
|
DUKE ENERGY CORP | -3.3% |
|
PALADIN ENERGY LIMITED | -3.2% |
 |
CGN MINING CO LTD | -3.0% |
|
DENISON MINES CORP | -3.0% |
 |
CHINA NATIONAL NUCLEAR POWER CO., LT | -2.8% |
|
LIGHTBRIDGE CORP | -2.7% |