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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
276	MI MMCAP International Grand Cayman, Cayman Islands	$194M	-$39.7M	9	23.36%	Reduced
277	TCW Group Los Angeles, California	$193M	+$36.5M	9	1.51%	Increased
278	Capital International Inc Los Angeles, California	$192M	+$10.8M	7	1.87%	Increased
279	Arizona State Retirement System Phoenix, Arizona	$190M	+$1.57M	19	1.1%	Increased
280	Swiss Life Asset Management Zurich,	$189M	+$21.1M	18	1.11%	Increased
281	Synovus Financial Columbus, Georgia	$188M	-$14.7M	16	2.3%	Reduced
282	Westwood Holdings Group Dallas, Texas	$186M	-$37.7M	6	1.34%	Reduced
283	M&G plc London, United Kingdom	$184M	-$3.05M	6	1.01%	Reduced
284	Tidal Investments Milwaukee, Wisconsin	$184M	-$5.77M	24	1.1%	Reduced
285	CCM Cinctive Capital Management New York	$183M	+$64.1M	9	9.68%	Increased
286	Check Capital Management Costa Mesa, California	$183M	-$2.8M	2	6.17%	Reduced
287	AG Avala Global New York	$182M	+$5.04M	2	9.46%	Increased
288	P3I Progeny 3 Inc Kirkland, Washington	$181M	+$6.65M	1	10.17%	Increased
289	Calamos Advisors Naperville, Illinois	$180M	+$4.86M	9	0.71%	Increased
290	Comerica Bank Dallas, Texas	$178M	+$18.8M	21	0.69%	Increased
291	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$178M	+$48.6M	8	16.59%	Increased
292	US Bancorp Minneapolis, Minnesota	$175M	+$4.26M	30	0.22%	Increased
293	Scharf Investments Los Gatos, California	$175M	-$39M	1	5.03%	Reduced
294	DekaBank Deutsche Girozentrale Frankfurt, Germany	$170M	+$67.5M	14	0.3%	Increased
295	OMERS Administration Corp Toronto, Ontario, Canada	$170M	-$2.5M	12	1.34%	Reduced
296	KLP Kapitalforvaltning Oslo, Norway	$170M	-$1.46M	11	0.73%	Reduced
297	State of Michigan Retirement System Lansing, Michigan	$170M	-$424K	12	0.88%	Reduced
298	Congress Asset Management Boston, Massachusetts	$170M	-$25.4M	4	1.16%	Reduced
299	Cerity Partners New York	$169M	+$5.76M	20	0.3%	Increased
300	Addenda Capital Montreal, Quebec, Canada	$169M	-$27.4M	2	6.06%	Reduced