Fund Overlap

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


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OVERLAP
26%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
TAN
28
HOLDINGS
39%
ALSO IN CNRG
CNRG
41
HOLDINGS
27%
ALSO IN TAN
SECTOR DRIFT (TAN minus CNRG)
OVERLAPPING HOLDINGS

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Company Weight
in TAN
Weight
in CNRG
Overlap
SUNRUN INC. 6.8% 3.6% 3.6%
DAQO NEW ENERGY CORP. SPONSORED ADR 3.3% 3.9% 3.3%
SHOALS TECHNOLOGIES GROUP, INC. CLASS A 3.4% 2.8% 2.8%
FIRST SOLAR INC 10.3% 2.8% 2.8%
NEXTRACKER, INC. CLASS A 10.5% 2.7% 2.7%
TAN Overweight Relative to CNRG
NEXTRACKER, INC. CLASS A 7.7%
FIRST SOLAR INC 7.6%
GCL POLY ENERGY HOLDINGS LTD 6.0%
ENPHASE ENERGY INC 5.5%
XINYI SOLAR HOLDINGS LTD 4.5%
ENLIGHT RENEWABLE ENERGY LTD 4.0%
HANNON ARMSTRONG SUSTAINABLE 4.0%
SOLARIA ENERGIA Y MEDIO AMBI 3.3%
SUNRUN INC. 3.2%
CLEARWAY ENERGY, INC. CLASS C 3.2%
TAN Underweight Relative to CNRG
BLOOM ENERGY CORPORATION CLASS A -9.5%
EOS ENERGY ENTERPRISES, INC. CLASS A -6.7%
FLUENCE ENERGY INC CLASS A -6.4%
AMERESCO INC-CL A -2.9%
BALLARD POWER SYSTEMS INC -2.7%
ORMAT TECHNOLOGIES INC -2.5%
TRANSALTA CORP -2.4%
GE VERONA -2.3%
GENERAC HOLDINGS INC -2.2%
CORNING INC -2.2%
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