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Arithmos Nuclear Renaissance Index, Full Value-Chain, Quality-Tilted (20 Holdings)
By SezenMade 20 Oct 202620 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
Arithmos Nuclear Renaissance Index (Nuclear operators, uranium suppliers, reactor equipment and small modular reactor developers.)
- How much of each
- Hand-picked amounts
- Most in one company
- 9%
- Refreshed
- Every 6 months, next 20 Apr 2027
What’s inside
20 companies across 3 industries. The biggest is GE Vernova Inc. at 10%. No company can be more than 9%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 9%Rebalance: semiannual
Company pages
Each company’s price history, and the other portfolios that hold it.
- GE Vernova Inc.
- Constellation Energy Corporation
- Cameco Corporation
- BWX Technologies, Inc.
- Vistra Corp.
- Entergy Corporation
- Talen Energy Corporation
- Dominion Energy, Inc.
- Public Service Enterprise Group
- Exelon Corporation
- Southern Company
- Duke Energy Corporation
- Centrus Energy Corp.
- American Electric Power Company
- NexGen Energy Ltd.
- Oklo Inc.
- Energy Fuels Inc.
- NuScale Power Corporation
- Uranium Energy Corp.
- Nano Nuclear Energy Inc.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout Arithmos Nuclear Renaissance Index, Full Value-Chain, Quality-Tilted (20 Holdings)
What stocks are in Arithmos Nuclear Renaissance Index, Full Value-Chain, Quality-Tilted (20 Holdings)?
It holds 20 companies. The largest are GE Vernova Inc. (GEV), Constellation Energy Corporation (CEG), Cameco Corporation (CCJ), BWX Technologies, Inc. (BWXT) and Vistra Corp. (VST), followed by ETR, TLN, D, PEG and EXC. Most of the money is in utilities, industrials and energy.
How has Arithmos Nuclear Renaissance Index, Full Value-Chain, Quality-Tilted (20 Holdings) performed?
+1.8% since it was made, −35.0% over the past year against +14.4% for the S&P 500, +126.3% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is Arithmos Nuclear Renaissance Index, Full Value-Chain, Quality-Tilted (20 Holdings) weighted?
Each company's share was set individually from the data. No company can be more than 9% of the portfolio. The biggest holding is GE Vernova Inc. (GEV) at 10.2%.
Can I invest in Arithmos Nuclear Renaissance Index, Full Value-Chain, Quality-Tilted (20 Holdings)?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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- Recession-Resilient US Defensive 20, Equal-Weighted4 of the same companies, 20 in total
Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
