Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
26%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
CNRG
37
HOLDINGS
50%
ALSO IN PBW
PBW
70
HOLDINGS
30%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus PBW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CNRG |
Weight in PBW |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.5% | 2.6% | 2.5% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 3.2% | 1.9% | 1.9% |
|
EOS ENERGY ENTERPRISES, INC. CLASS A | 1.8% | 1.6% | 1.6% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.1% | 1.6% | 1.6% |
|
FIRST SOLAR INC | 2.5% | 1.5% | 1.5% |
CNRG Overweight Relative to PBW
|
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% |
|
GENERAC HOLDINGS INC | 2.6% |
CNRG Underweight Relative to PBW
|
HYLIION HOLDINGS CORP. CLASS A | -4.9% |
|
NAVITAS SEMICONDUCTOR CORPORATION | -3.0% |
|
ASPEN AEROGELS INC | -2.2% |
|
BALLARD POWER SYSTEMS INC | -2.0% |
|
MYR GROUP INC/DELAWARE | -1.9% |
|
IONQ, INC. | -1.9% |
|
POWELL INDUSTRIES INC | -1.8% |
|
D-WAVE QUANTUM INC | -1.7% |
|
LIFEZONE HOLDINGS LTD | -1.7% |
|
MONOLITHIC POWER SYSTEMS INC | -1.6% |