Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CNRG
37
HOLDINGS
42%
ALSO IN ACES
ACES
33
HOLDINGS
47%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ACES)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in ACES |
Overlap | |
|---|---|---|---|---|
 |
NEXTRACKER, INC. CLASS A | 2.8% | 4.7% | 2.8% |
|
SUNRUN INC. | 2.6% | 3.1% | 2.6% |
|
FIRST SOLAR INC | 2.5% | 4.5% | 2.5% |
|
PLUG POWER INC | 2.3% | 4.0% | 2.3% |
|
ORMAT TECHNOLOGIES INC | 2.3% | 4.4% | 2.3% |
CNRG Overweight Relative to ACES
|
ARCOSA INC | 3.7% |
|
GE VERONA | 3.7% |
|
CONSTELLATION ENERGY CORPORATION | 3.5% |
 |
TRANSALTA CORP | 3.5% |
|
NEXTERA ENERGY GROUP | 3.3% |
 |
CEMIG SA -SPONS ADR | 3.2% |
|
CENTRAIS ELEC BRAS-SP ADR CM | 3.2% |
|
AES CORP | 3.2% |
|
AVISTA CORP | 3.1% |
 |
CANADIAN SOLAR INC | 2.7% |
CNRG Underweight Relative to ACES
|
HANNON ARMSTRONG SUSTAINABLE | -6.2% |
|
RIVIAN AUTOMOTIVE INC-A | -6.0% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -5.6% |
|
NORTHLAND POWER INC | -5.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -5.0% |
|
ITRON INC | -5.0% |
|
ALBEMARLE CORP | -4.6% |
|
BORALEX INC -CL 'A' | -3.6% |
|
ANDERSONS INC/THE | -3.5% |
|
TESLA MOTORS INC | -2.9% |