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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
351	MLICM Metropolitan Life Insurance Company (MetLife) New York	$31.6M	-$64.9M	11	0.42%	Reduced
352	OCM Osterweis Capital Management San Francisco, California	$31.5M	+$30.7M	1	2.24%	New
353	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$31.5M	-$18.8M	5	0.18%	Reduced
354	Eaton Vance Management Boston, Massachusetts	$31.4M	-$17.1M	7	0.08%	Reduced
355	Lingotto Investment Management London, United Kingdom	$31.2M	+$31.6M	1	15.07%	New
356	AGA Altrinsic Global Advisors Stamford, Connecticut	$31.1M	-$11.4M	1	1.19%	Reduced
357	HA Heartland Advisors Milwaukee, Wisconsin	$30.8M	-$1.65M	3	1.98%	Reduced
358	Mutual of America Capital Management New York	$30.7M	+$1.13M	8	0.47%	Increased
359	ECP Electron Capital Partners New York	$30.6M	+$38.2M	1	5.15%	New
360	TIAAOA Teachers Insurance & Annuity Association of America New York	$30.5M	$0	2	1.56%	Maintained
361	Manning & Napier Group Fairport, New York	$30.3M	+$30.8M	1	0.27%	New
362	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$30.2M	-$11.8M	4	4.17%	Reduced
363	Employees Retirement System of Texas Austin, Texas	$30.1M	-$488K	8	0.38%	Reduced
364	MN Services Vermogensbeheer The Hague, Netherlands	$29.2M	-$5.12M	10	0.92%	Reduced
365	ECAU Everett Capital Advisors (UK) London, United Kingdom	$29.1M	+$33.7M	2	4.49%	New
366	Donaldson Capital Management Evansville, Indiana	$28.9M	+$147K	2	2.82%	Increased
367	NM Nokota Management New York	$28.8M	$0	1	0.55%	Maintained
368	ExxonMobil Investment Management Irving, Texas	$28.8M	-$4.39M	7	0.79%	Reduced
369	MUFG Securities EMEA London, United Kingdom	$28.7M	+$84.7K	1	0.67%	Increased
370	SG Americas Securities New York	$28.6M	+$7.06M	12	0.27%	Increased
371	Baird Financial Group Milwaukee, Wisconsin	$28.6M	-$760K	7	0.2%	Reduced
372	Mitsubishi UFJ Asset Management Tokyo, Japan	$28.6M	+$762K	8	0.62%	Increased
373	TCTC Holdings Dallas, Texas	$28.5M	+$824K	4	1.49%	Increased
374	MSA Mason Street Advisors Milwaukee, Wisconsin	$27.8M	+$121K	8	0.62%	Increased
375	Zurich Insurance Group Zurich, Switzerland	$27.8M	+$4.78M	5	0.65%	Increased