Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
32%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
TNUK
22
HOLDINGS
43%
ALSO IN NLR
NLR
29
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. | 7.8% | 5.5% | 5.5% |
|
URANIUM ENERGY CORP | 5.4% | 5.2% | 5.2% |
|
CONSTELLATION ENERGY CORPORATION | 5.1% | 5.2% | 5.1% |
|
PUBLIC SERVICE ENTERPRISE GP | 5.0% | 4.8% | 4.8% |
|
CENTRUS ENERGY CORP. CLASS A | 4.3% | 4.1% | 4.1% |
TNUK Overweight Relative to NLR
 |
CAMECO CORP | 8.6% |
|
CURTISS-WRIGHT CORP | 8.1% |
|
MIRION TECHNOLOGIES, INC. CLASS A | 6.8% |
 |
DOOSAN HEAVY INDUSTRIES | 6.3% |
|
TALEN ENERGY CORP | 5.5% |
|
ATKINSREALIS GROUP INC | 5.4% |
|
VISTRA ENERGY CORP. | 5.1% |
|
JACOBS SOLUTIONS INC. | 2.5% |
|
BWX TECHNOLOGIES, INC. | 2.2% |
|
GE VERONA | 1.7% |
TNUK Underweight Relative to NLR
|
CAMECO CORP | -8.9% |
|
DENISON MINES CORP | -5.6% |
|
P G & E CORP | -4.7% |
 |
PALADIN ENERGY LIMITED | -4.5% |
|
ENERGY FUELS INC. | -4.3% |
 |
CGN MINING CO LTD | -3.6% |
 |
CEZ AS | -3.3% |
 |
YELLOW CAKE PLC | -3.3% |
|
KEPCO ENGINEERING & CONSTRUC | -3.2% |
|
NEXGEN ENERGY LTD. | -2.7% |