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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	Panagora Asset Management Boston, Massachusetts	$131M	+$2.04M	9	0.69%	Increased
152	Chevy Chase Trust Bethesda, Maryland	$131M	+$3.3M	7	0.82%	Increased
153	GAMCO Investors Greenwich, Connecticut	$124M	-$10.4M	3	0.82%	Reduced
154	Aberdeen Asset Management Aberdeen, United Kingdom	$122M	+$2.16M	8	0.42%	Increased
155	Loomis, Sayles & Company Boston, Massachusetts	$120M	-$11.3M	6	0.35%	Reduced
156	ACI AMP Capital Investors Sydney, Australia	$118M	-$5.15M	9	0.86%	Reduced
157	Select Equity Group New York	$118M	-$29.4M	1	1.12%	Reduced
158	Ninety One (UK) London, United Kingdom	$116M	+$420K	1	0.73%	Increased
159	USAA United Services Automobile Association San Antonio, Texas	$116M	-$467K	7	0.43%	Reduced
160	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$115M	-$3.88M	4	6.17%	Reduced
161	Anchor Capital Advisors Boston, Massachusetts	$114M	-$7.86M	4	2.9%	Reduced
162	NFA Nationwide Fund Advisors Columbus, Ohio	$113M	-$6.93M	12	0.51%	Reduced
163	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$109M	-$2.63M	9	0.69%	Reduced
164	SAM Shell Asset Management The Hague, Netherlands	$109M	+$10.2M	10	1.73%	Increased
165	Axa Paris, France	$109M	-$92.3M	9	0.45%	Reduced
166	Retirement Systems of Alabama Montgomery, Alabama	$109M	+$1.11M	7	0.65%	Increased
167	Letko, Brosseau & Associates Montreal, Quebec, Canada	$104M	+$4.43M	2	1.06%	Increased
168	Lord, Abbett & Co Jersey City, New Jersey	$104M	-$20.7M	4	0.31%	Reduced
169	CI Global Investments Oakland, California	$101M	+$106M	1	2.36%	Increased
170	State of New Jersey Common Pension Fund D Trenton, New Jersey	$101M	-$51.1M	9	0.43%	Reduced
171	STRS Ohio Columbus, Ohio	$98.9M	+$3.04M	8	0.47%	Increased
172	Macquarie Group Sydney, NSW 2000, Australia	$97.3M	+$2.39M	7	0.21%	Increased
173	Primecap Management Pasadena, California	$96.9M	+$2.18M	2	0.11%	Increased
174	Aviva London, United Kingdom	$95.2M	-$2.84M	10	0.79%	Reduced
175	Nuveen Charlotte, North Carolina	$92.8M	+$8.04M	10	0.53%	Increased