Fund Overlap

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


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OVERLAP
24%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
ICLN
106
HOLDINGS
15%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN ICLN
SECTOR DRIFT (ICLN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in ICLN
Weight
in CNRG
Overlap
BLOOM ENERGY CORPORATION CLASS A 11.4% 6.0% 6.0%
ENPHASE ENERGY INC 4.9% 4.0% 4.0%
NEXTRACKER, INC. CLASS A 7.2% 3.4% 3.4%
PLUG POWER INC 3.0% 3.3% 3.0%
SOLAREDGE TECHNOLOGIES, INC. 2.5% 4.6% 2.5%
ICLN Overweight Relative to CNRG
FIRST SOLAR INC 6.4%
BLOOM ENERGY CORPORATION CLASS A 5.4%
CHINA YANGTZE POWER CO LTD-A 5.4%
NEXTRACKER, INC. CLASS A 3.8%
VESTAS WIND SYSTEMS A/S 2.6%
EQUATORIAL ENERGIA SA - ORD 2.3%
SUZLON ENERGY LIMITED 2.2%
EDP-ENERGIAS DE PORTUGAL SA 1.9%
CHUBU ELECTRIC POWER CO INC 1.8%
CLEARWAY ENERGY, INC. CLASS C 1.7%
ICLN Underweight Relative to CNRG
BALLARD POWER SYSTEMS INC -4.1%
GENERAC HOLDINGS INC -3.6%
CORNING 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%
ARCOSA INC -2.6%
AVISTA CORP -2.5%
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