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
11
# OF OVERLAPPING
HOLDINGS
CNRG
41
HOLDINGS
27%
ALSO IN WATS
WATS
23
HOLDINGS
48%
ALSO IN CNRG
SECTOR DRIFT (CNRG minus WATS)
OVERLAPPING HOLDINGS
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| Company | Weight in CNRG |
Weight in WATS |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 6.0% | 7.5% | 6.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | 4.6% | 6.0% | 4.6% |
|
ENPHASE ENERGY INC | 4.0% | 6.6% | 4.0% |
|
GENERAC HOLDINGS INC | 3.6% | 3.2% | 3.2% |
|
ENERGY VAULT HOLDINGS, INC. | 2.7% | 3.7% | 2.7% |
CNRG Overweight Relative to WATS
 |
BALLARD POWER SYSTEMS INC | 4.1% |
|
NEXTRACKER, INC. CLASS A | 3.4% |
|
CORNING INC | 3.3% |
|
PLUG POWER INC | 3.3% |
|
GE VERONA | 3.0% |
|
APPLIED MATERIALS INC | 2.9% |
|
SHOALS TECHNOLOGIES GROUP, INC. CLAS | 2.9% |
|
ORMAT TECHNOLOGIES INC | 2.9% |
 |
TENARIS SA-ADR | 2.7% |
|
ARCOSA INC | 2.6% |
CNRG Underweight Relative to WATS
|
TESLA MOTORS INC | -12.3% |
|
ENERSYS | -4.5% |
|
FLUENCE ENERGY INC CLASS A | -3.8% |
|
ENOVIX CORPORATION | -3.5% |
|
AMPRIUS TECHNOLOGIES INC | -3.3% |
|
ALBEMARLE CORP | -3.1% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.0% |
|
SUNRUN INC. | -2.7% |
|
ENPHASE ENERGY INC | -2.6% |
|
ADVANCED BATTERY TECHNOLOGIE | -2.5% |