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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	ACI AMP Capital Investors Sydney, Australia	$130M	+$9.37M	9	0.89%	Increased
152	Panagora Asset Management Boston, Massachusetts	$129M	-$2.53M	9	0.64%	Reduced
153	Energy Income Partners Westport, Connecticut	$129M	-$67M	3	3.31%	Reduced
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$128M	-$3.1M	10	0.76%	Reduced
155	Macquarie Group Sydney, NSW 2000, Australia	$125M	+$29.6M	7	0.26%	Increased
156	Citadel Advisors Miami, Florida	$125M	+$33.4M	17	0.14%	Increased
157	Lord, Abbett & Co Jersey City, New Jersey	$120M	+$13.4M	5	0.36%	Increased
158	USAA United Services Automobile Association San Antonio, Texas	$118M	+$708K	7	0.42%	Increased
159	Anchor Capital Advisors Boston, Massachusetts	$118M	-$7.3M	4	2.99%	Reduced
160	ING Group Amsterdam, Netherlands	$117M	-$19M	7	0.7%	Reduced
161	Select Equity Group New York	$117M	-$1.71M	1	1.12%	Reduced
162	NFA Nationwide Fund Advisors Columbus, Ohio	$116M	+$708K	12	0.5%	Increased
163	Horizon Kinetics New York	$113M	-$21.3M	2	2.44%	Reduced
164	Beck Mack & Oliver New York	$112M	-$47.1M	5	3.8%	Reduced
165	CA Cortland Advisers Wilmington, Delaware	$111M	+$20.7M	2	2.9%	Increased
166	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$111M	-$701K	9	0.68%	Reduced
167	Letko, Brosseau & Associates Montreal, Quebec, Canada	$108M	-$1.77M	2	1.12%	Reduced
168	Ninety One (UK) London, United Kingdom	$108M	+$1.33M	1	0.62%	Increased
169	Stifel Financial St. Louis, Missouri	$105M	+$13.4M	11	0.55%	Increased
170	Axa Paris, France	$105M	-$3.63M	7	0.46%	Reduced
171	Regions Financial Corp Birmingham, Alabama	$105M	+$22M	7	1.41%	Increased
172	Loomis, Sayles & Company Boston, Massachusetts	$104M	-$25.1M	7	0.29%	Reduced
173	Primecap Management Pasadena, California	$104M	+$204K	2	0.11%	Increased
174	SCM Shapiro Capital Management Atlanta, Georgia	$100M	+$3.84M	1	2.93%	Increased
175	Aviva London, United Kingdom	$95.1M	-$136K	10	0.72%	Reduced