# Portfolio overlap — NUKZ vs FSUTX

Comparing **Range Nuclear Renaissance Index ETF** (2026-02-28) and **Select Utilities Portfolio** (2026-02-28).

- Shared positions: 9
- Range Nuclear Renaissance Index ETF covered by Select Utilities Portfolio: 0.1688820347613171056028331105
- Select Utilities Portfolio covered by Range Nuclear Renaissance Index ETF: 0.1688820347613171056028331105

## Range Nuclear Renaissance Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CAMECO CORP | 0.102114 | ✓ |
| CONSTELLATION ENERGY CORP | 0.071356 | ✓ |
| SAMSUNG C&T CORP | 0.037431 |  |
| GE VERNOVA LLC | 0.035593 | ✓ |
| LOCKHEED MARTIN CORP | 0.034938 |  |
| QUANTA SERVICES INC COMMON STOCK | 0.032487 |  |
| CURTISS WRIGHT CORPORATION | 0.029789 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.029271 |  |
| HONEYWELL INTL INC | 0.029099 |  |
| ENDESA | 0.027236 |  |
| MITSUBISHI HEAVY INDS LTD | 0.027017 |  |
| PG&E CORP | 0.026635 | ✓ |
| HITACHI LTD | 0.026366 |  |
| SILEX SYSTEMS | 0.026188 |  |
| EMERSON ELECTRIC CO | 0.025504 |  |
| KOREA ELEC POWER | 0.024014 |  |
| DUKE ENERGY CORP NEW | 0.022800 | ✓ |
| MASTEC INC | 0.022572 | ✓ |
| DOMINION ENERGY INC | 0.022275 |  |
| SHANGHAI ELECT-H | 0.020182 |  |
| CEZ AS | 0.019346 |  |
| FORTUM OYJ | 0.019274 |  |
| OKLO INC | 0.018400 | ✓ |
| BWX TECHNOLOGIES INC | 0.018074 |  |
| VISTRA CORP | 0.017398 | ✓ |
| SAMSUNG HEAVY IN | 0.016468 |  |
| DOOSAN CO LTD | 0.016095 |  |
| JACOBS SOLUTIONS INC | 0.015823 |  |
| KEPCO ENGINEERIN | 0.015651 |  |
| TALEN ENERGY CORP | 0.015606 | ✓ |
| AECON GROUP INC | 0.013286 |  |
| FLOWSERVE CORP | 0.013220 |  |
| GRAHAM CORPORATION | 0.013045 |  |
| CENTRUS ENERGY CORP CL A | 0.013012 |  |
| LIGHTBRIDGE CORP | 0.012798 |  |
| FUJI ELECTRIC CO LTD | 0.012186 |  |
| AMENTUM HOLDINGS INC COMMON STOCK | 0.011079 |  |
| ATKINSREALIS GRO | 0.011028 |  |
| NANO NUCLEAR ENERGY INC | 0.010995 |  |
| FLUOR CORP | 0.010773 |  |
| ASP ISOTOPES INC | 0.008933 |  |
| MIRION TECHNOLOGIES INC-A | 0.007584 |  |
| TOKYO ELECTRIC P | 0.007469 |  |
| NUSCALE POWER CORP | 0.007249 |  |
| SOLSTICE ADV MAT | 0.002341 |  |

## Select Utilities Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.134664 |  |
| CONSTELLATION ENERGY CORP | 0.082528 | ✓ |
| NRG ENERGY INC | 0.072696 |  |
| DUKE ENERGY CORP NEW | 0.065230 | ✓ |
| SEMPRA ENERGY | 0.057462 |  |
| VISTRA CORP | 0.054376 | ✓ |
| ENTERGY CORP | 0.048225 |  |
| EXELON CORP | 0.046273 |  |
| XCEL ENERGY INC | 0.044187 |  |
| PG&E CORP | 0.037468 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.037117 |  |
| AMEREN CORP | 0.036482 |  |
| CENTERPOINT ENERGY INC | 0.035706 |  |
| PPL CORPORATION | 0.031773 |  |
| EVERGY INC | 0.030068 |  |
| NISOURCE INC | 0.029134 |  |
| SOUTHERN CO | 0.027316 |  |
| ALLIANT ENERGY CORPORATION | 0.017892 |  |
| Fidelity Cash Central Fund | 0.013268 |  |
| Fidelity Securities Lending Cash Central Fund | 0.012129 |  |
| NEXTRACKER INC CL A | 0.011771 |  |
| TALEN ENERGY CORP | 0.011114 | ✓ |
| ECHOSTAR CORP CL A | 0.009169 |  |
| GE VERNOVA LLC | 0.008971 | ✓ |
| MASTEC INC | 0.008784 | ✓ |
| UGI CORP NEW | 0.008379 |  |
| QUANTA SVCS INC | 0.007828 |  |
| SIEMENS ENERGY AG | 0.006588 |  |
| AES CORP | 0.003985 |  |
| CATERPILLAR INC | 0.003958 |  |
| BLOOM ENERGY CORP CL A | 0.002013 |  |
| CENTURI HOLDINGS INC | 0.001623 |  |
| CAMECO CORP | 0.001325 | ✓ |
| OKLO INC | 0.000500 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-003479` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1452937/000204825126003479/0002048251-26-003479-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002668` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002668/0000035402-26-002668-index.htm>

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