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Nuclear Energy Renaissance Portfolio

Index Performance

+20.27%
Nuclear Energy Renaissance Portfolio
+4.55%
TMLARGE

Overview

Description

The increasing focus on clean and reliable energy solutions has brought nuclear fuel cycle technologies to the forefront, driven by the urgent need to reduce greenhouse gas emissions and meet growing energy demands. Innovations within the nuclear sector aim to enhance fuel efficiency, reduce nuclear waste, and improve safety standards, driving a resurgence of interest and investment. These advancements not only promise cleaner energy production but also address some of the longstanding concerns associated with nuclear energy. Governments are also proactively collaborating with the private sector to develop sustainable technologies and modern infrastructure, creating a more robust ecosystem supportive of nuclear energy's long-term viability. Technological progress in areas like fuel reprocessing, waste management, and advanced reactor designs is crucial in making nuclear energy an attractive component of a modern, low-carbon energy mix. - [[Advanced Reactor Designs]]: Development and deployment of newer generations of nuclear reactors that offer improved safety and efficiency. - [[Spent Fuel Reprocessing Technologies]]: Innovations aimed at recycling used nuclear fuel to extract usable materials, reducing waste and enhancing energy extraction. - [[Waste Management Solutions]]: Approaches and technologies focused on the safe disposal and storage of nuclear waste, minimizing environmental impact. - [[Uranium Enrichment Technologies]]: Advanced techniques to increase the proportion of fissile material in nuclear fuel, thereby improving reactor efficiency and longevity. This index was generated with help from Thematic Analyst.

  • Inception Date10/22/2024
  • WeightingEqual
  • # of holdings25
What's inside?

Holdings

All holdings as of October 22, 2024
CSV download
AltC Acquisition Corp. (ALCC)8.73%$2.54BN/AN/AN/A
Uranium Energy Corp. (UEC)5.07%$3.47B-99.86%-15,414.73%9,820.46
Mirion Technologies, Inc. (MIR)4.63%$3.25B5.02%34.62%3.43
China Nuclear Engineering Corp. Ltd. (601611)4.37%$3.56B-0.21%10.96%1.06
BWX Technologies, Inc. (BWXT)4.24%$11.59B11.27%24.71%3.80
Vistra Corp. (VST)4.10%$44.79B15.61%26.22%3.31
Brookfield Renewable Corp. (BEPC)4.02%$6.26B-18.27%26.09%6.95
Fluor Corp. (FLR)4.01%$9.23B7.31%4.21%0.39
Flowserve Corp. (FLS)3.96%$7.08B7.08%32.29%1.63
Curtiss-Wright Corp. (CW)3.78%$13.95B11.41%36.20%3.73
Entergy Corp. (ETR)3.68%$28.88B3.78%29.82%4.20
Constellation Energy Corp. (CEG)3.68%$85.59B4.37%31.03%3.26
Public Service Enterprise Group, Inc. (PEG)3.68%$44.92B5.57%16.20%N/A
The Southern Co. (SO)3.66%$101.50B12.44%35.53%5.87
Duke Energy Corp. (DUK)3.63%$92.58B9.03%29.80%5.44
Lantheus Holdings, Inc. (LNTH)3.61%$7.78B22.50%64.90%3.85
NextEra Energy, Inc. (NEE)3.57%$172.71B8.52%36.87%9.67
TXNM Energy, Inc. (TXNM)3.57%$3.93B2.29%38.79%4.75
Xcel Energy, Inc. (XEL)3.53%$35.36B0.46%20.28%4.24
Nucor Corp. (NUE)3.52%$37.05B-15.17%10.18%1.23
Eversource Energy (ES)3.52%$23.63B-3.64%33.23%4.33
NRG Energy, Inc. (NRG)3.45%$17.84B6.35%18.30%0.96
Pinnacle West Capital Corp. (PNW)3.44%$9.94B16.70%28.82%4.12
Huntington Ingalls Industries, Inc. (HII)3.39%$10.24B6.82%14.51%1.07
Tokyo Electric Power Co. Holdings, Inc. (9501)3.16%$6.64B-7.59%4.21%1.51
Market data by FactSet