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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
251	SG Americas Securities New York	$75.9M	-$55.6M	18	0.36%	Reduced
252	Silvercrest Asset Management New York	$75.5M	+$10.4M	5	0.51%	Increased
253	Calamos Advisors Naperville, Illinois	$75.1M	+$14M	6	0.33%	Increased
254	Teacher Retirement System of Texas Austin, Texas	$75.1M	+$2.28M	10	0.41%	Increased
255	Virginia Retirement Systems Richmond, Virginia	$74.7M	-$10.9M	5	0.76%	Reduced
256	Brown Advisory Baltimore, Maryland	$74.2M	+$1.02M	6	0.11%	Increased
257	MN Services Vermogensbeheer The Hague, Netherlands	$72.8M	+$1.13M	3	0.45%	Increased
258	STRS Ohio Columbus, Ohio	$71.4M	+$392K	8	0.27%	Increased
259	Farallon Capital Management San Francisco, California	$70M	$0	1	0.33%	Maintained
260	Brandes Investment Partners La Jolla, California	$69.8M	-$6.47M	1	1.52%	Reduced
261	USS Investment Management London, United Kingdom	$69.6M	+$10M	9	0.59%	Increased
262	Baupost Group Boston, Massachusetts	$69.3M	-$221M	1	0.64%	Reduced
263	AIG American International Group New York	$69.1M	-$3.33M	14	0.37%	Reduced
264	Zurich Cantonal Bank Zurich, Switzerland	$67.7M	-$3.28M	18	0.37%	Reduced
265	Axa Paris, France	$67.4M	+$382K	5	0.19%	Increased
266	DZ Bank Frankfurt Am Main, Germany	$66.9M	+$7.76M	4	0.1%	Increased
267	PineBridge Investments New York	$66.6M	+$3.33M	3	0.8%	Increased
268	Credit Agricole Montrouge Cedex, France	$66M	-$71.2K	6	1.26%	Reduced
269	First Pacific Advisors El Segundo, California	$66M	+$475K	1	0.86%	Increased
270	VVP Vulcan Value Partners Birmingham, Alabama	$65M	+$10.2M	1	0.35%	Increased
271	Panagora Asset Management Boston, Massachusetts	$64.4M	+$1.27M	11	0.34%	Increased
272	CC Covalis Capital London, United Kingdom	$63.2M	+$60.9M	3	14.6%	Increased
273	SFG Sather Financial Group Victoria, Texas	$63.1M	+$222K	1	6.43%	Increased
274	GHA GW Henssler & Associates Kennesaw, Georgia	$62.6M	-$1.42M	4	4.34%	Reduced
275	Comerica Bank Dallas, Texas	$62.4M	-$7.45M	13	0.38%	Reduced