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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	PHAM Pacific Heights Asset Management San Francisco, California	$93.3M	+$29.2M	2	2.77%	Increased
177	WI WHV Investments San Francisco, California	$93M	-$13.8M	1	0.97%	Reduced
178	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$90.3M	+$14M	6	1.15%	Increased
179	ZE ZBI Equities New York	$90.1M	+$84.2M	1	4.88%	New
180	AGA Altrinsic Global Advisors Stamford, Connecticut	$89.9M	+$11.7M	1	1.56%	Increased
181	Robeco Institutional Asset Management Rotterdam, Netherlands	$88.8M	-$3.85M	7	0.74%	Reduced
182	MLICM Metropolitan Life Insurance Company (MetLife) New York	$88.2M	-$1.86M	9	0.62%	Reduced
183	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$87.3M	-$41.7M	9	0.72%	Reduced
184	State of Tennessee, Department of Treasury Nashville, Tennessee	$86.8M	+$21.7M	8	0.5%	Increased
185	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$85.2M	+$85.2M	2	7.13%	New
186	BNP Paribas Asset Management Paris, France	$84.7M	-$3.55M	9	0.63%	Reduced
187	Aviva London, United Kingdom	$84.7M	+$22.3M	10	0.71%	Increased
188	Madison Investment Holdings Madison, Wisconsin	$82.1M	-$2.13M	1	1.59%	Reduced
189	Retirement Systems of Alabama Montgomery, Alabama	$82.1M	+$92.7K	7	0.49%	Increased
190	SAM Shell Asset Management The Hague, Netherlands	$81.4M	+$9.34M	10	1.39%	Increased
191	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$80.4M	-$121M	12	0.33%	Reduced
192	IAM Impala Asset Management Palm Beach, Florida	$80.3M	+$10M	1	3.63%	Increased
193	Two Sigma Investments New York	$80.3M	+$39.5M	7	0.44%	Increased
194	Renaissance Technologies New York	$79.7M	+$40.7M	8	0.19%	Increased
195	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$79.2M	+$11M	1	1.69%	Increased
196	CC Carlson Capital Dallas, Texas	$76.6M	-$48.2M	1	0.87%	Reduced
197	Peconic Partners New York	$76.5M	+$4.96M	1	7.98%	Increased
198	WI WBI Investments Red Bank, New Jersey	$73.9M	+$5.59M	3	3.26%	Increased
199	Silvercrest Asset Management New York	$73.6M	+$708K	6	1.22%	Increased
200	Comerica Bank Dallas, Texas	$73.2M	-$9.49M	13	0.57%	Reduced