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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	Korea Investment Corp Seoul, South Korea	$115M	+$8.12M	8	0.54%	Increased
177	Virginia Retirement Systems Richmond, Virginia	$114M	+$4.2M	7	1.43%	Increased
178	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$114M	-$6.64M	15	1.86%	Reduced
179	Loomis, Sayles & Company Boston, Massachusetts	$113M	+$2.83M	4	0.27%	Increased
180	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$111M	-$101M	7	1.07%	Reduced
181	London Company of Virginia Richmond, Virginia	$107M	+$3.77M	1	0.73%	Increased
182	CC Carlson Capital Dallas, Texas	$107M	+$33M	3	1.52%	Increased
183	Regions Financial Corp Birmingham, Alabama	$106M	-$26.2M	7	1.25%	Reduced
184	SCM Scopia Capital Management New York	$106M	+$99.9M	1	2.19%	New
185	ClearBridge Investments (Australia) Sydney, Australia	$106M	+$684K	6	7.79%	Increased
186	Marshall Wace North America New York	$104M	+$78.6M	7	0.76%	Increased
187	State of Tennessee, Department of Treasury Nashville, Tennessee	$102M	+$2.53M	9	0.49%	Increased
188	Madison Investment Holdings Madison, Wisconsin	$100M	+$4.22M	2	1.85%	Increased
189	MAMU Marathon Asset Management (UK) London, United Kingdom	$99.8M	+$8.25M	1	1.73%	Increased
190	1832 Asset Management Toronto, Ontario, Canada	$97.6M	-$253M	6	0.44%	Reduced
191	BHG Blue Harbour Group Greenwich, Connecticut	$97.2M	-$160M	1	3.74%	Reduced
192	ORIO Old Republic International (ORI) Chicago, Illinois	$96.3M	+$204K	4	3.14%	Increased
193	SCM Shapiro Capital Management Atlanta, Georgia	$95.4M	-$3.72M	1	2.32%	Reduced
194	MLICM Metropolitan Life Insurance Company (MetLife) New York	$94.6M	-$2.09M	10	0.65%	Reduced
195	ZP Zimmer Partners New York	$93.9M	-$3.81M	4	2.23%	Reduced
196	Teacher Retirement System of Texas Austin, Texas	$93.6M	+$4.83M	8	0.65%	Increased
197	GAMCO Investors Greenwich, Connecticut	$91.3M	-$1.56M	3	0.58%	Reduced
198	Pendal Group Sydney, Australia	$90.9M	+$93.3M	4	1.32%	New
199	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$89.5M	+$4.53M	7	1.07%	Increased
200	STRS Ohio Columbus, Ohio	$88.2M	+$1.97M	9	0.39%	Increased