Tortoise Nuclear Renaissance ETF (TNUK) Holdings
TNUK holdings summary
as of Oct 24, 2026- Holdings
- 25 positions listed
- Top 10 weight
- 64.2% of net assets
- Effective holdings
- 18 equal-weight equivalent
- Largest holding
- MIR 7.65% Mirion Technologies, Inc.
- Annual turnover
- — of the portfolio traded
All TNUK holdings
| # | Name | ||||||
|---|---|---|---|---|---|---|---|
| 1 | MIR | Mirion Technologies, Inc. | Industrials | 7.65% | $94,589.00 | $3.77B | 168.3 |
| 2 | 034020 | Doosan Heavy Ind. & Const. | Industrials | 6.65% | $82,224.46 | — | — |
| 3 | BWXT | BWX Technologies, Inc. | Industrials | 6.61% | $81,760.56 | $12.55B | 35.5 |
| 4 | ATRL | AtkinsRealis Group Inc | Industrials | 6.57% | $81,258.31 | — | — |
| 5 | AMTM | Amentum Holdings Inc. | Industrials | 6.47% | $79,977.94 | $4.77B | 23.5 |
| 6 | CCO | Cameco Corp | Energy | 6.32% | $78,226.25 | — | — |
| 7 | CW | Curtiss-Wright Corporation | Industrials | 6.27% | $77,625.03 | $18.55B | 34.6 |
| 8 | CEG | Constellation Energy Corporation | Utilities | 6.06% | $74,986.36 | $96.15B | 26.5 |
| 9 | FORTUM | Fortum Oyj | Utilities | 5.99% | $74,053.60 | — | — |
| 10 | PEG | Public Service Enterprise Group Incorporated | Utilities | 5.64% | $69,772.10 | $35.63B | 17.8 |
| 11 | RYCEY | Rolls Royce Holdings plc | Industrials | 5.57% | $68,935.84 | — | — |
| 12 | TLN | Talen Energy Corporation | Utilities | 4.83% | $59,780.27 | $16.78B | — |
| 13 | KAP | National Atomic Co Kazatomprom JSC ADR | Energy | 4.13% | $51,057.67 | — | — |
| 14 | J | Jacobs Engineering Group Inc. | Industrials | 3.72% | $46,009.18 | $16.51B | 46.9 |
| 15 | VST | Vistra Corp. | Utilities | 3.40% | $42,106.22 | $51.02B | 25.6 |
| 16 | UEC | Uranium Energy Corp. | Energy | 3.25% | $40,194.94 | $3.92B | — |
| 17 | LEU | Centrus Energy Corp. | Energy | 3.17% | $39,199.10 | $2.35B | 53.7 |
| 18 | DML | Denison Mines Corp | Energy | 2.02% | $24,961.64 | — | — |
| 19 | GEV | GE Vernova Inc. | Industrials | 1.70% | $20,985.69 | $245.35B | 26.4 |
| 20 | NXE | NexGen Energy Ltd. | Energy | 0.84% | $10,374.09 | — | — |
| 21 | XE | X-Energy, Inc. | Industrials | 0.55% | $6,792.76 | $4.21B | — |
| 22 | EFR | Energy Fuels Inc | Energy | 0.48% | $5,968.87 | — | — |
| 23 | SMR | NuScale Power Corporation | Industrials | 0.48% | $5,968.87 | $2.39B | — |
| 24 | OKLO | Oklo Inc. | Utilities | 0.47% | $5,774.65 | $5.20B | — |
| 25 | FGXXX | First American Funds Inc. - Government Obligations Fund | Other | 0.31% | $3,854.72 | — | — |
Weights as a percentage of net assets. Value held = weight × net assets ($1.2M). Market cap and P/E from each company's latest fundamentals (U.S.-listed stocks).
TNUK sector breakdown
| Sector | Weight | Holdings | Largest |
|---|---|---|---|
| Industrials | 52.2% | 11 | MIR, 034020, BWXT |
| Utilities | 26.4% | 6 | CEG, FORTUM, PEG |
| Energy | 20.2% | 7 | CCO, KAP, UEC |
| Other | 0.3% | 1 | FGXXX |
Sum of the weights of the holdings in each sector.
TNUK top industries
TNUK overlap with other ETFs
| ETF | Fund | Overlap | Shared holdings | Expense ratio |
|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 0.7% | 17 of 2,941 | 0.03% |
| SPY | SPDR S&P 500 ETF | 0.6% | 5 of 502 | 0.09% |
| QQQ | Invesco QQQ ETF | 0.4% | 1 of 101 | 0.17% |
| IWM | iShares Russell 2000 ETF | 0.4% | 4 of 1,962 | 0.19% |
| VXUS | Vanguard Total International Stock ETF | 0.2% | 9 of 8,035 | 0.05% |
| DIA | SPDR Dow Jones Industrial Average ETF | 0.0% | 0 of 30 | 0.16% |
Overlap = sum over shared holdings of the smaller of the two weights. 100% means identical portfolios.
About the TNUK portfolio
Tortoise Nuclear Renaissance ETF holds 25 positions. The ten largest make up 64.2% of the fund, so it behaves like a portfolio of about 18 equally weighted stocks. The biggest positions are Mirion Technologies, Inc. (7.65%), Doosan Heavy Ind. & Const. (6.65%), BWX Technologies, Inc. (6.61%), AtkinsRealis Group Inc (6.57%), Amentum Holdings Inc. (6.47%).
By sector, Industrials is 52.2%, Utilities is 26.4%, Energy is 20.2%. Holdings data is from the fund's latest portfolio as reported by EODHD on October 24, 2026; positions change as the fund rebalances.
Related: TNUK chart, TNUK valuation, TNUK overview.
TNUK holdings FAQ
How many holdings does TNUK have?
TNUK holds 25 positions as of October 24, 2026.
What are the top 10 holdings of TNUK?
The ten largest holdings are Mirion Technologies, Inc. (7.65%), Doosan Heavy Ind. & Const. (6.65%), BWX Technologies, Inc. (6.61%), AtkinsRealis Group Inc (6.57%), Amentum Holdings Inc. (6.47%), Cameco Corp (6.32%), Curtiss-Wright Corporation (6.27%), Constellation Energy Corporation (6.06%), Fortum Oyj (5.99%), Public Service Enterprise Group Incorporated (5.64%). Together they are 64.2% of the fund.
What percentage of TNUK is Mirion Technologies, Inc.?
Mirion Technologies, Inc. is the largest holding at 7.65% of net assets, about $94,589.00 of the fund's $1.2M.
Which sector is the largest in TNUK?
Industrials is the largest sector at 52.2%, followed by Utilities (26.4%) and Energy (20.2%), based on the sectors of the individual holdings.
How concentrated is TNUK?
The top 10 holdings are 64.2% of the fund. By the effective number of holdings (1 divided by the sum of squared weights) TNUK behaves like a portfolio of about 18 equally weighted stocks.