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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
326	State of Michigan Retirement System Lansing, Michigan	$46M	-$8.66M	7	0.42%	Reduced
327	NTCM Nut Tree Capital Management New York	$45.8M	+$7.03M	1	24.98%	Increased
328	CGM Centenus Global Management New York	$45.7M	-$9.43M	4	5.98%	Reduced
329	Great Lakes Advisors Chicago, Illinois	$45.6M	+$3.73M	4	0.99%	Increased
330	SHA Shelter Harbor Advisors Weatogue, Connecticut	$45.2M	-$8.77M	3	22.66%	Reduced
331	6CM 683 Capital Management New York	$44.7M	-$12.8M	1	4.06%	Reduced
332	Fjarde Ap-fonden Stockholm, Sweden	$44.3M	+$6.89M	4	0.57%	Increased
333	Gateway Investment Advisers Cincinnati, Ohio	$44.1M	-$361K	5	0.4%	Reduced
334	CPP Crow Point Partners Boston, Massachusetts	$44.1M	-$404K	3	7.08%	Reduced
335	SIC Schwartz Investment Counsel Plymouth, Michigan	$44.1M	+$13.1M	1	2.26%	Increased
336	Voloridge Investment Management Jupiter, Florida	$43.3M	+$34.5M	6	1.2%	Increased
337	Assenagon Asset Management Senningerberg, Luxembourg	$43.3M	+$5.57M	7	0.33%	Increased
338	DekaBank Deutsche Girozentrale Frankfurt, Germany	$43M	-$6.22M	11	0.22%	Reduced
339	CP Cumberland Partners Toronto, Ontario, Canada	$41.2M	-$1.77M	2	3.96%	Reduced
340	WAM Warlander Asset Management New York	$41.2M	+$31.9M	1	18.54%	Increased
341	Foresters Investment Management New York	$40.9M	-$4.5M	3	0.73%	Reduced
342	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$40.8M	-$3.52M	1	2.33%	Reduced
343	Glenmede Trust Philadelphia, Pennsylvania	$40.7M	+$2.22M	13	0.18%	Increased
344	M&T Bank Buffalo, New York	$40.7M	+$2.1M	10	0.21%	Increased
345	Utah Retirement Systems Salt Lake City, Utah	$40.6M	+$817K	10	0.78%	Increased
346	Factory Mutual Insurance Waltham, Massachusetts	$40.1M	$0	1	0.48%	Maintained
347	Commerzbank Aktiengesellschaft Frankfurt, Germany	$40.1M	+$306K	9	0.32%	Increased
348	TPSF Texas Permanent School Fund Austin, Texas	$39.2M	-$168K	7	0.61%	Reduced
349	Nisa Investment Advisors St. Louis, Missouri	$39.1M	-$1.98M	9	0.37%	Reduced
350	Pzena Investment Management New York	$39.1M	$0	1	0.21%	Maintained