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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	Aviva London, United Kingdom	$97.1M	-$2.26M	10	0.69%	Reduced
177	Starboard Value New York	$96.7M	-$49.3M	2	2.18%	Reduced
178	KBC Group Brussels, Belgium	$95.8M	+$3.06M	9	1.23%	Increased
179	Amundi Asset Management US Boston, Massachusetts	$95.1M	+$16.7M	3	0.35%	Increased
180	British Columbia Investment Management Victoria, British Columbia, Canada	$94.8M	-$4.07M	8	0.9%	Reduced
181	BNP Paribas Financial Markets Paris, France	$94.4M	+$9.9M	15	0.26%	Increased
182	Schroder Investment Management Group London, United Kingdom	$92.8M	+$4.8M	7	0.18%	Increased
183	Aperio Group Sausalito, California	$92.2M	+$8.32M	12	0.95%	Increased
184	Donald Smith & Co New York	$90.2M	+$9.34M	1	2%	Increased
185	STRS Ohio Columbus, Ohio	$90.1M	+$6.04M	9	0.4%	Increased
186	AGF Investments Inc Toronto, Ontario, Canada	$89.5M	-$22.8M	7	0.97%	Reduced
187	Macquarie Group Sydney, NSW 2000, Australia	$89.4M	+$4.65M	8	0.18%	Increased
188	SC Stralem & Co New York	$88.8M	-$18.1M	2	6.09%	Reduced
189	Regions Financial Corp Birmingham, Alabama	$88.6M	-$691K	7	1.18%	Reduced
190	Madison Investment Holdings Madison, Wisconsin	$87.1M	-$15.2M	1	1.76%	Reduced
191	KGI Kopernik Global Investors Tampa, Florida	$87M	+$18.7M	1	17.25%	Increased
192	Scotia Capital Toronto, Ontario, Canada	$86.8M	+$13M	7	1.74%	Increased
193	Stifel Financial St. Louis, Missouri	$86.6M	+$6.74M	11	0.45%	Increased
194	Martingale Asset Management Boston, Massachusetts	$85.4M	+$10.3M	5	1.99%	Increased
195	MLICM Metropolitan Life Insurance Company (MetLife) New York	$84.9M	+$2.95M	9	0.6%	Increased
196	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$84.9M	+$766K	2	2.55%	Increased
197	CA Cortland Advisers Wilmington, Delaware	$82.9M	+$21.8M	2	1.34%	Increased
198	Susquehanna International Group Bala Cynwyd, Pennsylvania	$81.1M	+$3.88M	18	0.03%	Increased
199	Teacher Retirement System of Texas Austin, Texas	$79.2M	+$32.2M	9	0.6%	Increased
200	CCMH Cornerstone Capital Management Holdings New York	$79.1M	-$19.5M	8	0.7%	Reduced