Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
TNUK
24
HOLDINGS
39%
ALSO IN NLR
NLR
30
HOLDINGS
39%
ALSO IN TNUK
SECTOR DRIFT (TNUK minus NLR)
OVERLAPPING HOLDINGS
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| Company | Weight in TNUK |
Weight in NLR |
Overlap | |
|---|---|---|---|---|
 |
BWX TECHNOLOGIES, INC. | 7.6% | 6.5% | 6.5% |
|
CONSTELLATION ENERGY CORPORATION | 5.6% | 9.5% | 5.6% |
|
PUBLIC SERVICE ENTERPRISE GP | 5.2% | 7.5% | 5.2% |
 |
FORTUM OYJ | 4.7% | 6.2% | 4.7% |
|
CENTRUS ENERGY CORP. CLASS A | 4.1% | 5.3% | 4.1% |
TNUK Overweight Relative to NLR
|
CURTISS-WRIGHT CORP | 8.9% |
|
MIRION TECHNOLOGIES, INC. CLASS A | 7.5% |
 |
CAMECO CORP | 6.3% |
 |
DOOSAN HEAVY INDUSTRIES | 6.0% |
|
AMENTUM HOLDINGS INC | 5.7% |
|
ATKINSREALIS GROUP INC | 5.5% |
 |
ROLLS-ROYCE HOLDINGS-SP ADR | 5.3% |
|
TALEN ENERGY CORP | 4.4% |
|
VISTRA ENERGY CORP. | 3.4% |
|
JACOBS SOLUTIONS INC. | 3.0% |
TNUK Underweight Relative to NLR
|
CAMECO CORP | -7.8% |
|
DENISON MINES CORP | -4.9% |
 |
PALADIN ENERGY LIMITED | -4.8% |
|
CONSTELLATION ENERGY CORPORATION | -3.9% |
|
ENERGY FUELS INC. | -3.9% |
|
ALTC ACQUISITION CORP. CLASS A | -3.7% |
|
NUSCALE POWER CORPORATION CLASS A | -3.5% |
|
NEXGEN ENERGY LTD. | -3.4% |
|
YELLOW CAKE PLC | -3.0% |
|
KEPCO ENGINEERING & CONSTRUC | -2.6% |