grow.

Strategy

Nuclear Energy

Nuclear power, fuel, and infrastructure

By Grow

Nuclear power is regaining attention as a reliable source of carbon-free electricity, alongside uranium producers and related infrastructure. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

Allocation

Thematic
  • Global X Uranium ETF13%
  • Constellation Energy13%
  • Uranium Energy13%
  • Denison Mines13%
  • Oklo13%
  • Cameco13%
  • Nano Nuclear Energy13%
  • NuScale Power13%

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Allocations shown are targets and may drift between rebalances. Investments involve substantial risk, including the possible loss of principal.