Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
44%
ALSO IN PBW
PBW
52
HOLDINGS
35%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus PBW)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
PLUG POWER INC | 2.4% | 2.1% | 2.1% |
 |
CANADIAN SOLAR INC | 2.1% | 2.0% | 2.0% |
|
ARRAY TECHNOLOGIES INC | 3.5% | 1.9% | 1.9% |
|
ORMAT TECHNOLOGIES INC | 2.8% | 1.8% | 1.8% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 2.2% | 1.8% | 1.8% |
CNRG Overweight Relative to PBW
|
AES CORP | 3.0% |
|
ARCOSA INC | 2.9% |
|
GENERAC HOLDINGS INC | 2.9% |
|
NEXTERA ENERGY GROUP | 2.8% |
|
GE VERONA | 2.8% |
|
AVISTA CORP | 2.8% |
|
ENPHASE ENERGY INC | 2.6% |
|
CORNING INC | 2.6% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | 2.5% |
 |
TRANSALTA CORP | 2.4% |
CNRG Underweight Relative to PBW
|
STANDARD LITHIUM LTD. | -1.9% |
|
ARCHER AVIATION INC CLASS A | -1.8% |
|
SIGMA LITHIUM CORPORATION | -1.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | -1.8% |
|
ENOVIX CORPORATION | -1.7% |
|
JOBY AVIATION, INC. | -1.7% |
|
NIO INC. SPONSORED ADR CLASS A | -1.7% |
|
ALBEMARLE CORP | -1.6% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -1.6% |
|
EVGO, INC. CLASS A | -1.6% |