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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	Ninety One (UK) London, United Kingdom	$105M	+$102M	1	0.64%	New
177	City National Bank Beverly Hills, Delaware	$105M	+$26.7M	8	0.91%	Increased
178	Madison Investment Holdings Madison, Wisconsin	$102M	-$4.6M	1	2.18%	Reduced
179	Gotham Asset Management New York	$101M	+$26.2M	4	0.82%	Increased
180	STRS Ohio Columbus, Ohio	$99.5M	-$15.1M	8	0.43%	Reduced
181	Panagora Asset Management Boston, Massachusetts	$98.6M	+$30M	10	0.5%	Increased
182	MLICM Metropolitan Life Insurance Company (MetLife) New York	$98.5M	-$394K	9	0.68%	Reduced
183	CCMH Cornerstone Capital Management Holdings New York	$97M	+$17.1M	7	0.99%	Increased
184	WI WHV Investments San Francisco, California	$96.2M	-$5.95M	1	1.65%	Reduced
185	Highbridge Capital Management New York	$94.7M	+$56.4M	5	1.21%	Increased
186	D.E. Shaw & Co New York	$94.2M	+$24.1M	10	0.12%	Increased
187	Andra AP-fonden Goteborg, Sweden	$94M	-$4.98M	7	2.18%	Reduced
188	Amundi Asset Management US Boston, Massachusetts	$93.7M	-$52.4M	2	0.34%	Reduced
189	SG Americas Securities New York	$89.7M	+$33.1M	10	0.44%	Increased
190	Aviva London, United Kingdom	$87M	-$294K	10	0.68%	Reduced
191	Credit Agricole Montrouge Cedex, France	$84.6M	+$11.1M	10	0.36%	Increased
192	Nuveen Charlotte, North Carolina	$83.5M	-$19.8M	10	0.47%	Reduced
193	Numeric Investors Boston, Massachusetts	$82.8M	+$17.5M	4	1.07%	Increased
194	Susquehanna International Group Bala Cynwyd, Pennsylvania	$82M	-$46M	17	0.03%	Reduced
195	Stifel Financial St. Louis, Missouri	$81.8M	+$14.2M	12	0.45%	Increased
196	Arizona State Retirement System Phoenix, Arizona	$80.8M	-$390K	8	0.95%	Reduced
197	Aperio Group Sausalito, California	$80.7M	+$5.71M	12	0.99%	Increased
198	Letko, Brosseau & Associates Montreal, Quebec, Canada	$80.4M	-$622K	1	0.7%	Reduced
199	HCM Huber Capital Management El Segundo, California	$80.3M	-$2.82M	4	2.49%	Reduced
200	BRIM Broad Run Investment Management Arlington, Virginia	$78.6M	+$5.29M	1	5.48%	Increased