← All themes

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	LM Luminus Management Houston, Texas	$100M	-$169M	3	2.25%	Reduced
177	DekaBank Deutsche Girozentrale Frankfurt, Germany	$99.8M	+$3.67M	7	1.06%	Increased
178	Virginia Retirement Systems Richmond, Virginia	$98.7M	+$2.64M	7	1.37%	Increased
179	WBC Westpac Banking Corp Sydney, Australia	$98.6M	+$37.4M	7	0.93%	Increased
180	Loomis, Sayles & Company Boston, Massachusetts	$98.5M	-$7.04M	5	0.24%	Reduced
181	London Company of Virginia Richmond, Virginia	$98.2M	+$12.6M	1	0.67%	Increased
182	Two Sigma Investments New York	$97.3M	+$40M	8	0.37%	Increased
183	MLICM Metropolitan Life Insurance Company (MetLife) New York	$97.2M	-$1.97M	9	0.7%	Reduced
184	I.G. Investment Management Winnipeg, Manitoba, Canada	$97M	-$140M	3	0.51%	Reduced
185	Letko, Brosseau & Associates Montreal, Quebec, Canada	$96.4M	-$3.86M	2	0.88%	Reduced
186	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$95.1M	-$3.25M	1	4.18%	Reduced
187	CI Investments Inc Toronto, Ontario, Canada	$92.8M	-$79.4M	2	1.02%	Reduced
188	STRS Ohio Columbus, Ohio	$91.8M	+$1.06M	9	0.4%	Increased
189	Madison Investment Holdings Madison, Wisconsin	$91.5M	-$2.05M	2	1.77%	Reduced
190	State of Tennessee, Department of Treasury Nashville, Tennessee	$91.1M	-$62.8M	10	0.48%	Reduced
191	NN Investment Partners Holdings The Hague, Netherlands	$90.4M	-$11.9M	8	0.85%	Reduced
192	VFA Virtus Fund Advisers Hartford, Connecticut	$88.9M	-$7.15M	6	0.75%	Reduced
193	Amundi Asset Management US Boston, Massachusetts	$88.8M	-$40.7M	2	0.31%	Reduced
194	Citadel Advisors Miami, Florida	$86.3M	+$51.8M	11	0.09%	Increased
195	Beck Mack & Oliver New York	$85.7M	-$2.97M	5	3.08%	Reduced
196	Suntrust Banks Atlanta, Georgia	$85M	-$2.27M	8	0.51%	Reduced
197	Natixis Paris, France	$84.4M	-$17.3M	6	0.87%	Reduced
198	ORIO Old Republic International (ORI) Chicago, Illinois	$83.1M	$0	3	2.98%	Maintained
199	CIBC World Markets New York	$83M	+$32.7M	7	0.85%	Increased
200	British Columbia Investment Management Victoria, British Columbia, Canada	$83M	+$11.5M	7	0.73%	Increased