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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
176	DCM Decade Capital Management New York	$91.4M	+$30.1M	2	5.24%	Increased
177	HCM Huber Capital Management El Segundo, California	$90.9M	+$7.01M	4	3.15%	Increased
178	Credit Agricole Montrouge Cedex, France	$89.9M	+$90.8M	10	0.39%	New
179	Citadel Advisors Miami, Florida	$89.7M	-$17.6M	16	0.14%	Reduced
180	ACI AMP Capital Investors Sydney, Australia	$89M	+$12.8M	10	0.68%	Increased
181	MLICM Metropolitan Life Insurance Company (MetLife) New York	$88.3M	-$231K	10	0.67%	Reduced
182	Putnam Investments Boston, Massachusetts	$86.6M	-$566K	8	0.23%	Reduced
183	BNP Paribas Asset Management Paris, France	$85M	-$744K	8	0.64%	Reduced
184	Raymond James & Associates St Petersburg, Florida	$84.8M	+$3.61M	6	0.73%	Increased
185	Axa Paris, France	$84.2M	+$23.3M	9	0.41%	Increased
186	CM CS McKee Pittsburgh, Pennsylvania	$82.8M	-$4.66M	1	1.41%	Reduced
187	Madison Investment Holdings Madison, Wisconsin	$81.1M	-$5.21M	1	1.72%	Reduced
188	Retirement Systems of Alabama Montgomery, Alabama	$80.9M	+$988K	7	0.51%	Increased
189	AGA Altrinsic Global Advisors Stamford, Connecticut	$80.8M	-$1.19M	1	1.38%	Reduced
190	Comerica Bank Dallas, Texas	$80.1M	-$225K	13	0.56%	Reduced
191	CCM Cornerstone Capital Management Edina, Minnesota	$78.7M	-$586K	1	2.43%	Reduced
192	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$78.1M	-$14.1M	2	1.06%	Reduced
193	Cooke & Bieler Philadelphia, Pennsylvania	$75.6M	-$2.66M	1	1.8%	Reduced
194	Teacher Retirement System of Texas Austin, Texas	$75.1M	-$515K	9	0.66%	Reduced
195	Commerzbank Aktiengesellschaft Frankfurt, Germany	$74.4M	+$683K	12	0.37%	Increased
196	LBG Lloyds Banking Group London, United Kingdom	$72.8M	+$13M	7	0.74%	Increased
197	Arizona State Retirement System Phoenix, Arizona	$71.3M	+$287K	8	0.91%	Increased
198	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$71.2M	+$43.8M	6	0.93%	Increased
199	SAM Shell Asset Management The Hague, Netherlands	$70.9M	-$2.9M	10	1.3%	Reduced
200	Silvercrest Asset Management New York	$70.7M	-$608K	6	1.36%	Reduced