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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
151	Analytic Investors Los Angeles, California	$114M	+$119M	3	1.9%	New
152	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$114M	+$117M	8	0.64%	New
153	Cohen & Steers New York	$114M	+$116M	3	0.35%	New
154	CC Carlson Capital Dallas, Texas	$114M	+$114M	5	1.36%	New
155	Markel Group Glen Allen, Virginia	$112M	+$114M	1	4.02%	New
156	Regions Financial Corp Birmingham, Alabama	$111M	+$115M	7	1.51%	New
157	H Hexavest Montreal, Quebec, Canada	$110M	+$112M	8	1.88%	New
158	Thrivent Financial for Lutherans Minneapolis, Minnesota	$109M	+$111M	8	0.71%	New
159	Northern Trust Company of Connecticut Stamford, Connecticut	$107M	+$109M	12	0.73%	New
160	Letko, Brosseau & Associates Montreal, Quebec, Canada	$107M	+$106M	1	1%	New
161	D.E. Shaw & Co New York	$106M	+$106M	10	0.2%	New
162	Citadel Advisors Miami, Florida	$106M	+$108M	14	0.18%	New
163	Chevy Chase Trust Bethesda, Maryland	$105M	+$108M	7	0.92%	New
164	WI WHV Investments San Francisco, California	$105M	+$107M	1	1.08%	New
165	PGGM Investments Zeist, Netherlands	$103M	+$107M	5	0.61%	New
166	TGI Tradewinds Global Investors Los Angeles, California	$98.1M	+$96.8M	2	2.94%	New
167	GAMCO Investors Greenwich, Connecticut	$97.9M	+$92M	3	0.62%	New
168	SA SQ Advisors Naples, Florida	$97.5M	+$99.2M	1	5.76%	New
169	Primecap Management Pasadena, California	$96.5M	+$98.6M	2	0.14%	New
170	KBC Group Brussels, Belgium	$95.3M	+$97.4M	8	1.77%	New
171	Hennessy Advisors Inc Novato, California	$95.1M	+$97.6M	4	4.76%	New
172	NFA Nationwide Fund Advisors Columbus, Ohio	$94.9M	+$96.7M	13	0.5%	New
173	Findlay Park Partners London, United Kingdom	$93.2M	+$94.7M	2	1.19%	New
174	Putnam Investments Boston, Massachusetts	$93.1M	+$94.2M	8	0.27%	New
175	Robeco Institutional Asset Management Rotterdam, Netherlands	$89.2M	+$91.7M	7	0.9%	New