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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	Stifel Financial St. Louis, Missouri	$139M	+$9.34M	11	0.54%	Increased
152	USAA United Services Automobile Association San Antonio, Texas	$137M	-$8.42M	7	0.43%	Reduced
153	ACI AMP Capital Investors Sydney, Australia	$137M	+$19.1M	9	0.81%	Increased
154	Aviva London, United Kingdom	$137M	-$8.58M	10	0.78%	Reduced
155	Regions Financial Corp Birmingham, Alabama	$134M	+$1.35M	7	1.59%	Increased
156	MIS Morningstar Investment Services Chicago, Illinois	$134M	+$20.2M	4	3.38%	Increased
157	NFA Nationwide Fund Advisors Columbus, Ohio	$129M	+$1.25M	10	0.52%	Increased
158	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$126M	-$20.6M	6	0.84%	Reduced
159	Energy Income Partners Westport, Connecticut	$124M	+$9.72M	2	2.26%	Increased
160	Discovery Capital Management South Norwalk, Connecticut	$123M	+$38.2M	1	2.29%	Increased
161	Scotia Capital Toronto, Ontario, Canada	$123M	-$6.49M	6	2.1%	Reduced
162	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$122M	+$1.46M	9	0.69%	Increased
163	TimesSquare Capital Management New York	$122M	+$60.5M	1	0.79%	Increased
164	Ninety One (UK) London, United Kingdom	$121M	-$1.03M	2	0.6%	Reduced
165	Two Sigma Advisers New York	$121M	+$32.3M	10	0.4%	Increased
166	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$120M	-$4.77M	10	1.09%	Reduced
167	T TOBAM Paris, France	$119M	-$7.37M	5	4.61%	Reduced
168	Aberdeen Asset Management Aberdeen, United Kingdom	$118M	+$4.95M	8	0.42%	Increased
169	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$116M	+$114M	14	2.18%	New
170	Primecap Management Pasadena, California	$113M	-$15.3M	2	0.1%	Reduced
171	Bessemer Group Woodbridge, New Jersey	$112M	-$1.88M	9	0.47%	Reduced
172	Virginia Retirement Systems Richmond, Virginia	$110M	+$7.4M	7	1.42%	Increased
173	Loomis, Sayles & Company Boston, Massachusetts	$107M	-$3.87M	3	0.27%	Reduced
174	CIBC World Markets New York	$107M	+$21.6M	7	0.87%	Increased
175	Korea Investment Corp Seoul, South Korea	$107M	-$8.59M	8	0.53%	Reduced