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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	TAM Third Avenue Management New York	$160M	-$7.93M	1	8.15%	Reduced
152	Putnam Investments Boston, Massachusetts	$159M	-$3.39M	6	0.37%	Reduced
153	USAA United Services Automobile Association San Antonio, Texas	$156M	+$18.3M	11	0.42%	Increased
154	Hennessy Advisors Inc Novato, California	$149M	-$20.5M	5	4.99%	Reduced
155	Aperio Group Sausalito, California	$147M	+$7.91M	14	0.73%	Increased
156	Chevy Chase Trust Bethesda, Maryland	$144M	-$2.92M	7	0.64%	Reduced
157	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$142M	+$8.37M	5	0.7%	Increased
158	State of New Jersey Common Pension Fund D Trenton, New Jersey	$142M	-$40M	9	0.55%	Reduced
159	Baupost Group Boston, Massachusetts	$138M	+$134M	1	1.33%	New
160	ACI AMP Capital Investors Sydney, Australia	$132M	+$3.63M	11	0.75%	Increased
161	SFM Systematic Financial Management Teaneck, New Jersey	$131M	+$3.93M	4	2.9%	Increased
162	MAMU Marathon Asset Management (UK) London, United Kingdom	$128M	+$4.27M	1	1.98%	Increased
163	Citigroup New York	$127M	-$155M	21	0.1%	Reduced
164	Retirement Systems of Alabama Montgomery, Alabama	$127M	-$1.27M	8	0.63%	Reduced
165	Select Equity Group New York	$124M	-$17.4M	1	1.02%	Reduced
166	ORIO Old Republic International (ORI) Chicago, Illinois	$123M	+$14.6M	4	3.93%	Increased
167	Aberdeen Group Edinburgh, United Kingdom	$122M	+$1.19M	8	0.24%	Increased
168	DZ Bank Frankfurt Am Main, Germany	$120M	+$78.7M	8	0.47%	Increased
169	State of Tennessee, Department of Treasury Nashville, Tennessee	$119M	-$29.5M	10	0.61%	Reduced
170	ZP Zimmer Partners New York	$115M	+$29.7M	2	2.08%	Increased
171	Virginia Retirement Systems Richmond, Virginia	$115M	+$4.85M	7	1.39%	Increased
172	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$113M	-$302K	18	1.77%	Reduced
173	HBK Investments Dallas, Texas	$113M	-$87.6M	5	0.78%	Reduced
174	AMF Tjänstepension Stockholm, Sweden	$110M	-$15.1M	2	1.15%	Reduced
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$110M	-$1.59M	10	0.57%	Reduced