Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
27%
ALSO IN TAN
TAN
28
HOLDINGS
39%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus TAN)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in TAN |
Overlap | |
|---|---|---|---|---|
 |
SOLAREDGE TECHNOLOGIES, INC. | 4.6% | 5.0% | 4.6% |
|
ENPHASE ENERGY INC | 4.0% | 6.7% | 4.0% |
|
NEXTRACKER, INC. CLASS A | 3.4% | 10.5% | 3.4% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLASS A | 2.9% | 3.4% | 2.9% |
|
FIRST SOLAR INC | 2.5% | 10.3% | 2.5% |
CNRG Overweight Relative to TAN
|
BLOOM ENERGY CORPORATION CLASS A | 6.0% |
 |
BALLARD POWER SYSTEMS INC | 4.1% |
|
GENERAC HOLDINGS INC | 3.6% |
|
CORNING INC | 3.3% |
|
PLUG POWER 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% |
CNRG Underweight Relative to TAN
|
FIRST SOLAR INC | -7.9% |
|
NEXTRACKER, INC. CLASS A | -7.1% |
 |
GCL POLY ENERGY HOLDINGS LTD | -6.0% |
|
SUNRUN INC. | -5.1% |
|
XINYI SOLAR HOLDINGS LTD | -4.5% |
 |
ENLIGHT RENEWABLE ENERGY LTD | -4.0% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.0% |
 |
SOLARIA ENERGIA Y MEDIO AMBI | -3.3% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.2% |
|
ENPHASE ENERGY INC | -2.8% |