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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	CA Cortland Advisers Wilmington, Delaware	$108M	-$13.9M	2	3.2%	Reduced
177	Teacher Retirement System of Texas Austin, Texas	$108M	+$13M	9	0.73%	Increased
178	Virginia Retirement System Richmond, Virginia	$104M	+$95.4M	8	1.51%	New
179	Select Equity Group New York	$101M	-$24.2M	1	0.85%	Reduced
180	D.E. Shaw & Co New York	$99.7M	+$33.8M	7	0.18%	Increased
181	MLICM Metropolitan Life Insurance Company (MetLife) New York	$97.9M	+$1.15M	9	0.75%	Increased
182	Scotia Capital Toronto, Ontario, Canada	$96.2M	+$13M	6	2.1%	Increased
183	BNP Paribas Financial Markets Paris, France	$95.6M	+$4.47M	11	0.4%	Increased
184	SFM Systematic Financial Management Teaneck, New Jersey	$95.3M	+$25.7M	3	1.19%	Increased
185	LPL Financial San Diego, California	$94.8M	+$2.2M	15	0.26%	Increased
186	ALPS Advisors Denver, Colorado	$94.7M	+$38.4M	4	0.98%	Increased
187	Glenmede Trust Philadelphia, Pennsylvania	$94.6M	+$3.45M	14	0.61%	Increased
188	STRS Ohio Columbus, Ohio	$94.2M	-$9.59M	8	0.42%	Reduced
189	Bessemer Group Woodbridge, New Jersey	$94.2M	-$1.26M	8	0.53%	Reduced
190	SAM Shell Asset Management The Hague, Netherlands	$94.2M	-$7.04M	10	2.25%	Reduced
191	Victory Capital Management San Antonio, Texas	$92.8M	-$9.22M	8	0.38%	Reduced
192	Energy Income Partners Westport, Connecticut	$91.9M	-$54.5M	3	2.39%	Reduced
193	CCMH Cornerstone Capital Management Holdings New York	$91.4M	-$1.34M	8	0.76%	Reduced
194	Martingale Asset Management Boston, Massachusetts	$90.8M	-$7.04M	5	1.79%	Reduced
195	Nuveen Charlotte, North Carolina	$90.4M	+$15.3M	10	0.47%	Increased
196	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$90.3M	+$3.38M	7	0.9%	Increased
197	Madison Investment Holdings Madison, Wisconsin	$89.1M	+$15M	2	1.89%	Increased
198	Bridgeway Capital Management Houston, Texas	$87.1M	+$23.4M	6	1.46%	Increased
199	AIG American International Group New York	$86.9M	+$7.89M	16	0.34%	Increased
200	Andra AP-fonden Goteborg, Sweden	$85.8M	+$3.84M	9	2.25%	Increased