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Tortoise Nuclear Renaissance (TNUK) ETF Holdings & Analysis
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What TNUK does
TNUK is an actively managed, non-diversified ETF that seeks total return by investing across the full global nuclear energy value chain. Unlike uranium-only funds, it provides broader, balanced exposure to companies involved in uranium mining, reactor design and construction, and the operation and maintenance of nuclear reactors. The fund may invest in companies of any market capitalization globally, focusing on those with at least 50% of revenuesor significant strategic emphasisin nuclear industries. TNUK aims to capture growth from the increasing global demand for reliable, clean energy as nuclear transitions into a critical infrastructure sector. The fund concentrates its holdings in the nuclear energy and technology sector, offering investors targeted exposure to the evolution and expansion of nuclear power.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Mirion Technologies Inc | 7.95% | |
| Cameco Corp | 6.78% | |
| BWX Technologies Inc | 6.69% | |
| Curtiss-Wright Corp | 6.47% | |
| AtkinsRealis Group Inc | 6.31% | |
| Amentum Holdings Inc | 6.29% | |
| Doosan Enerbility Co Ltd | 6.21% | |
| Fortum Oyj | 6.06% | |
| Constellation Energy Corp | 6.03% | |
| Rolls-Royce Holdings PLC | 5.47% |
Sector allocation
| Industrials | 52.72% |
| Utilities | 26.44% |
| Energy | 19.57% |
| Consumer Cyclical | 0.86% |
| Cash & Others | 0.42% |
Geographic allocation
| United States | 61.29% |
| Canada | 15.91% |
| South Korea | 6.65% |
| Finland | 6.09% |
| United Kingdom | 5.70% |
| Kazakhstan | 4.25% |
| Other | 0.11% |
PortView Portfolio Insights
PortView analyzes how TNUK fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does TNUK track?
- TNUK is the Tortoise Nuclear Renaissance ETF, a Other ETF.
- What is the expense ratio of TNUK?
- Expense ratio data for TNUK is shown on the page when available from our data provider.
- What are the largest holdings in TNUK?
- Top holdings include MIR, CCJ, BWXT, CW, ATRL.TO.
- How can PortView analyze TNUK overlap with other ETFs?
- PortView computes the holdings overlap between TNUK and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.