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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	GE General Electric Evendale, Ohio	$92.5M	+$74.9M	2	0.22%	Increased
177	AGA Altrinsic Global Advisors Stamford, Connecticut	$90.4M	-$20.5M	1	2.1%	Reduced
178	CCMH Cornerstone Capital Management Holdings New York	$90.1M	+$7.59M	8	0.84%	Increased
179	Stifel Financial St. Louis, Missouri	$89.5M	+$711K	11	0.5%	Increased
180	BNP Paribas Financial Markets Paris, France	$89.1M	-$8.06M	13	0.22%	Reduced
181	Gotham Asset Management New York	$89.1M	-$15M	3	0.87%	Reduced
182	Citadel Advisors Miami, Florida	$88.2M	+$26.2M	16	0.08%	Increased
183	CA Cortland Advisers Wilmington, Delaware	$88.2M	$0	2	2.2%	Maintained
184	MLICM Metropolitan Life Insurance Company (MetLife) New York	$86.6M	-$1.37M	9	0.62%	Reduced
185	Regions Financial Corp Birmingham, Alabama	$83.4M	-$10.8M	7	1.19%	Reduced
186	Virginia Retirement Systems Richmond, Virginia	$81.4M	+$8.37M	9	1.25%	Increased
187	Martingale Asset Management Boston, Massachusetts	$81.3M	-$7.81M	5	1.99%	Reduced
188	D.E. Shaw & Co New York	$80.5M	-$48.1M	12	0.12%	Reduced
189	SCM Shapiro Capital Management Atlanta, Georgia	$79.8M	+$77.3M	1	2.39%	New
190	Victory Capital Management San Antonio, Texas	$79.2M	+$28.5M	8	0.33%	Increased
191	KGI Kopernik Global Investors Tampa, Florida	$76.6M	+$2.76M	1	16.03%	Increased
192	AGF Investments Inc Toronto, Ontario, Canada	$75.5M	-$6.16M	6	0.95%	Reduced
193	Rothschild & Co Asset Management US Stamford, Connecticut	$75.1M	+$36.8M	2	1.47%	Increased
194	Ariel Investments Chicago, Illinois	$74.4M	+$13.4M	1	0.93%	Increased
195	Global X Management Company New York	$73.6M	-$19M	14	5.52%	Reduced
196	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$72.2M	+$8.53M	5	0.91%	Increased
197	Andra AP-fonden Goteborg, Sweden	$71.8M	+$3.72M	7	2.1%	Increased
198	Arizona State Retirement System Phoenix, Arizona	$71.8M	+$71M	8	1.01%	New
199	Scotia Capital Toronto, Ontario, Canada	$71M	-$8.82M	6	1.61%	Reduced
200	Advisors Asset Management Monument, Colorado	$70.7M	-$4.45M	8	1.13%	Reduced