Fund Overlap

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


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OVERLAP
23%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
ICLN
100
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
BLOOM ENERGY CORPORATION CLASS A 10.5% 4.3% 4.3%
NEXTRACKER, INC. CLASS A 9.9% 3.8% 3.8%
ENPHASE ENERGY INC 3.5% 3.8% 3.5%
ORMAT TECHNOLOGIES INC 3.1% 2.8% 2.8%
FIRST SOLAR INC 6.0% 2.1% 2.1%
ICLN Overweight Relative to CNRG
BLOOM ENERGY CORPORATION CLASS A 6.2%
NEXTRACKER, INC. CLASS A 6.1%
IBERDROLA SA 5.7%
CHINA YANGTZE POWER CO LTD-A 4.7%
FIRST SOLAR INC 3.9%
EQUATORIAL ENERGIA SA - ORD 2.8%
SUZLON ENERGY LIMITED 2.2%
VESTAS WIND SYSTEMS A/S 2.2%
EDP-ENERGIAS DE PORTUGAL SA 2.1%
CHUBU ELECTRIC POWER CO INC 2.0%
ICLN Underweight Relative to CNRG
GENERAC HOLDINGS INC -3.4%
NEXTERA ENERGY GROUP -3.2%
GE VERONA -3.1%
CORNING INC -3.0%
AVISTA CORP -2.9%
AES CORP -2.9%
TENARIS SA-ADR -2.8%
ARCOSA INC -2.7%
APPLIED MATERIALS INC -2.7%
CENTRAIS ELEC BRAS-SP ADR CM -2.7%
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