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This guide builds a nuclear energy Tilt in two messages to Tilt Agent. The Tilt selects and weights companies by their exposure to a theme, so it uses theme() in both the filter and the score.

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1. Ask for the Tilt

A message asking Tilt to create a new Tilt for nuclear energy, and Tilt Agent's reply that it created Nuclear Energy Exposure with 25 companies
Name the theme, the number of holdings, the weighting, the cap, and the rebalance schedule. Start with Create a new Tilt to get a saved Tilt you can edit, backtest, and rebalance. A request to build or research an idea returns a preview basket instead. Tilt Agent wrote these rules: The filter keeps companies with meaningful nuclear exposure. The score ranks them by that exposure, and the Tilt holds the top 25. With the weight expression blank, each position is proportional to its exposure, and no position can exceed 10%.

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2. Refine the rules

The first version held some companies worth a few hundred million dollars. Ask for a size floor:
A message saying some holdings are tiny and asking to include only companies worth at least $1 billion, and Tilt Agent's reply that it updated the Tilt
Tilt Agent adds a market-cap test to the filter and leaves the other rules as they were:
Selection rules with filter expression (theme("Nuclear Energy") >= 0.55) & (market_cap >= 1000), score expression theme("Nuclear Energy"), and maximum constituents 25
market_cap >= 1000 means at least $1 billion, since market_cap is in millions of US dollars. Tilt records the change in the Tilt’s History, alongside the original rules. To make the same change by hand, open Selection rules, edit the filter expression, and select Apply changes. The Theme importance control in that section sets how much each theme counts in the score. Tilt drafts the new score expression for you to review before it applies.

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3. Review the result

The Methodology tab shows a backtest against a benchmark and every rule by section:
The Methodology tab for Nuclear Energy Exposure, with a one-year backtest against SPY, risk statistics, and the methodology sections
The Portfolio tab lists each constituent’s exposure, sector, market cap, and weight:
The Portfolio tab listing 25 holdings, including Duke Energy, Energy Fuels, PG&E, and Cameco, with score, market cap, sector, and weight
Each quarter, Tilt reruns the rules on fresh data. Companies that gain nuclear exposure can enter the Tilt, and companies that lose it drop out.

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Variations

How theme() scores companies explains where exposure scores come from.