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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Bridgeway Capital Management Houston, Texas	$62.7M	+$13.3M	7	1.29%	Increased
227	TPSF Texas Permanent School Fund Austin, Texas	$62.3M	-$832K	8	0.69%	Reduced
228	SCM Stevens Capital Management Radnor, Pennsylvania	$62.2M	+$21.8M	8	2.22%	Increased
229	CM CS McKee Pittsburgh, Pennsylvania	$61.2M	-$4.78M	1	1.6%	Reduced
230	State of Michigan Retirement System Lansing, Michigan	$60.9M	-$4.17M	7	0.43%	Reduced
231	WI WBI Investments Red Bank, New Jersey	$59.9M	+$27.7M	1	1.42%	Increased
232	Addenda Capital Montreal, Quebec, Canada	$59.8M	-$1.92M	2	5.06%	Reduced
233	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$59.4M	+$501K	2	10.23%	Increased
234	BNP Paribas Asset Management Paris, France	$58.5M	+$10.7M	10	0.45%	Increased
235	Public Employees Retirement Association of Colorado Denver, Colorado	$57.3M	-$463K	9	0.47%	Reduced
236	BCM Barometer Capital Management Toronto, Ontario, Canada	$57M	-$6.25M	1	4.41%	Reduced
237	RRC Red Rocks Capital Denver, Colorado	$57M	+$7.57M	1	15.08%	Increased
238	TSU TD Securities (USA) New York	$56.7M	-$3.23M	7	0.85%	Reduced
239	Virginia Retirement Systems Richmond, Virginia	$56.7M	+$2.11M	9	0.86%	Increased
240	Westwood Holdings Group Dallas, Texas	$56.4M	+$7.15M	1	0.43%	Increased
241	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$56.3M	+$8.33M	6	0.81%	Increased
242	Gulf International Bank (UK) London, United Kingdom	$55.6M	+$591K	9	0.99%	Increased
243	Great Lakes Advisors Chicago, Illinois	$55.4M	+$5.7M	6	1.69%	Increased
244	VVP Vulcan Value Partners Birmingham, Alabama	$55.3M	-$18.8M	1	0.55%	Reduced
245	CEP Chicago Equity Partners Chicago, Illinois	$55.2M	+$2.37M	3	1.47%	Increased
246	ZP Zimmer Partners New York	$54.3M	+$40.9M	3	3.61%	Increased
247	Acadian Asset Management Boston, Massachusetts	$53.1M	-$56.5M	5	0.25%	Reduced
248	Teacher Retirement System of Texas Austin, Texas	$53.1M	+$45M	9	0.41%	Increased
249	Magellan Asset Management Sydney, Australia	$51.4M	-$7.61M	3	0.33%	Reduced
250	ALPS Advisors Denver, Colorado	$50M	+$9.11M	2	0.41%	Increased