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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	Nuveen Charlotte, North Carolina	$100M	-$10.3M	11	0.61%	Reduced
177	Andra AP-fonden Goteborg, Sweden	$99.3M	+$53.9M	7	2.18%	Increased
178	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$98.7M	+$16.2M	13	0.34%	Increased
179	Letko, Brosseau & Associates Montreal, Quebec, Canada	$97.8M	-$1.33M	1	0.78%	Reduced
180	HCM Huber Capital Management El Segundo, California	$96.8M	-$40.1M	4	2.48%	Reduced
181	MLICM Metropolitan Life Insurance Company (MetLife) New York	$94.7M	-$4.2M	9	0.66%	Reduced
182	Macquarie Group Sydney, NSW 2000, Australia	$94.4M	-$12.2M	7	0.21%	Reduced
183	Retirement Systems of Alabama Montgomery, Alabama	$93.9M	-$1.22M	7	0.52%	Reduced
184	VFA Virtus Fund Advisers Hartford, Connecticut	$93M	+$92.2M	8	0.65%	New
185	WI WHV Investments San Francisco, California	$92.5M	-$3.6M	1	1.17%	Reduced
186	RCM Riverhead Capital Management Wilmington, Delaware	$92.3M	+$20.9M	9	1.73%	Increased
187	SG Americas Securities New York	$91.4M	-$85.3M	9	0.53%	Reduced
188	OppenheimerFunds New York	$91.1M	+$3.19M	5	0.1%	Increased
189	Amundi Asset Management US Boston, Massachusetts	$91M	+$8.01M	5	0.35%	Increased
190	Suntrust Banks Atlanta, Georgia	$90.1M	-$159M	9	0.63%	Reduced
191	WI WBI Investments Red Bank, New Jersey	$88.2M	+$1.44M	3	3.78%	Increased
192	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$86.4M	-$1.93M	1	2.11%	Reduced
193	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$82.7M	-$5.91M	2	8.01%	Reduced
194	Aviva London, United Kingdom	$82.2M	-$8.07M	10	0.63%	Reduced
195	Scotia Capital Toronto, Ontario, Canada	$81M	-$7.59M	8	1.75%	Reduced
196	KBC Group Brussels, Belgium	$79.6M	+$12M	12	0.91%	Increased
197	TCW Group Los Angeles, California	$79.3M	+$847K	7	0.33%	Increased
198	Highbridge Capital Management New York	$79M	+$14.5M	4	0.96%	Increased
199	Arizona State Retirement System Phoenix, Arizona	$77M	+$462K	8	0.93%	Increased
200	Virginia Retirement Systems Richmond, Virginia	$76.6M	+$7M	9	1.33%	Increased