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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	STRS Ohio Columbus, Ohio	$93.8M	-$6.29M	8	0.42%	Reduced
177	Victory Capital Management San Antonio, Texas	$93M	+$5.92M	8	0.39%	Increased
178	SAM Shell Asset Management The Hague, Netherlands	$91M	-$22.2M	10	2.15%	Reduced
179	State of Michigan Retirement System Lansing, Michigan	$90.2M	-$82.1M	7	0.69%	Reduced
180	State of New Jersey Common Pension Fund D Trenton, New Jersey	$88.8M	-$15M	9	0.37%	Reduced
181	Retirement Systems of Alabama Montgomery, Alabama	$88.4M	-$21M	7	0.52%	Reduced
182	GE General Electric Evendale, Ohio	$87.7M	-$1.27M	2	0.42%	Reduced
183	LPL Financial San Diego, California	$85.4M	+$37.2M	15	0.24%	Increased
184	MLICM Metropolitan Life Insurance Company (MetLife) New York	$85.4M	-$1.48M	9	0.66%	Reduced
185	Martingale Asset Management Boston, Massachusetts	$84.3M	+$4.16M	5	1.87%	Increased
186	Bessemer Group Woodbridge, New Jersey	$84.3M	+$76.7M	9	0.47%	Increased
187	Teacher Retirement System of Texas Austin, Texas	$83.6M	+$14.4M	9	0.61%	Increased
188	Virginia Retirement Systems Richmond, Virginia	$83.3M	+$1.63M	8	1.25%	Increased
189	BAPIM British Airways Pensions Investment Management London, United Kingdom	$83M	+$46.2M	3	2.58%	Increased
190	CCMH Cornerstone Capital Management Holdings New York	$80.6M	-$10.1M	8	0.66%	Reduced
191	BNP Paribas Financial Markets Paris, France	$79.4M	-$11.4M	13	0.39%	Reduced
192	Glenmede Trust Philadelphia, Pennsylvania	$78.9M	+$23.6M	14	0.54%	Increased
193	Ariel Investments Chicago, Illinois	$77.9M	$0	1	0.93%	Maintained
194	Rothschild & Co Asset Management US Stamford, Connecticut	$76.9M	+$2.7M	7	1.4%	Increased
195	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$76.5M	+$4.64M	5	0.8%	Increased
196	SEI Investments Oaks, Pennsylvania	$75.8M	+$42M	13	0.46%	Increased
197	KGI Kopernik Global Investors Tampa, Florida	$74.8M	-$2.96M	1	16.07%	Reduced
198	LC LNZ Capital New York	$74.8M	+$73.1M	3	14.39%	New
199	Korea Investment Corp Seoul, South Korea	$73.3M	+$7.33M	7	0.51%	Increased
200	Suntrust Banks Atlanta, Georgia	$73M	+$397K	8	0.45%	Increased