Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
27%
ALSO IN ICLN
ICLN
106
HOLDINGS
15%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus ICLN)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in ICLN |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 11.4% | 6.0% |
|
ENPHASE ENERGY INC | 4.0% | 4.9% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 7.2% | 3.4% |
|
PLUG POWER INC | 3.3% | 3.0% | 3.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.6% | 2.5% | 2.5% |
CNRG Overweight Relative to ICLN
 |
BALLARD POWER SYSTEMS INC | 4.1% |
|
GENERAC HOLDINGS INC | 3.6% |
|
CORNING INC | 3.3% |
|
GE VERONA | 3.0% |
|
APPLIED MATERIALS INC | 2.9% |
|
ORMAT TECHNOLOGIES INC | 2.9% |
|
ENERGY VAULT HOLDINGS, INC. | 2.7% |
 |
TENARIS SA-ADR | 2.7% |
|
ARCOSA INC | 2.6% |
|
AVISTA CORP | 2.5% |
CNRG Underweight Relative to ICLN
|
FIRST SOLAR INC | -6.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -5.4% |
 |
CHINA YANGTZE POWER CO LTD-A | -5.4% |
|
NEXTRACKER, INC. CLASS A | -3.8% |
 |
VESTAS WIND SYSTEMS A/S | -2.6% |
 |
EQUATORIAL ENERGIA SA - ORD | -2.3% |
 |
SUZLON ENERGY LIMITED | -2.2% |
 |
EDP-ENERGIAS DE PORTUGAL SA | -1.9% |
 |
CHUBU ELECTRIC POWER CO INC | -1.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -1.7% |