Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
25%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
ICLN
101
HOLDINGS
19%
ALSO IN CNRG
CNRG
41
HOLDINGS
32%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in CNRG
Overlap
ENPHASE ENERGY INC 3.9% 3.9% 3.9%
BLOOM ENERGY CORPORATION CLASS A 9.7% 3.7% 3.7%
NEXTRACKER, INC. CLASS A 10.0% 3.5% 3.5%
ORMAT TECHNOLOGIES INC 3.4% 2.8% 2.8%
FIRST SOLAR INC 6.6% 2.2% 2.2%
ICLN Overweight Relative to CNRG
NEXTRACKER, INC. CLASS A 6.5%
BLOOM ENERGY CORPORATION CLASS A 6.0%
IBERDROLA SA 5.6%
CHINA YANGTZE POWER CO LTD-A 4.5%
FIRST SOLAR INC 4.5%
EQUATORIAL ENERGIA SA - ORD 2.8%
VESTAS WIND SYSTEMS A/S 2.3%
SUZLON ENERGY LIMITED 2.2%
EDP-ENERGIAS DE PORTUGAL SA 2.1%
CLEARWAY ENERGY, INC. CLASS C 2.0%
ICLN Underweight Relative to CNRG
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%
CORNING INC -2.6%
AMERESCO INC-CL A -2.5%
CENTRAIS ELEC BRAS-SP ADR CM -2.5%
ARRAY TECHNOLOGIES INC -2.4%
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