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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	Banco Santander Madrid, Spain	$120M	+$87.7M	4	1.98%	Increased
177	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$118M	-$1.37M	15	1.87%	Reduced
178	Korea Investment Corp Seoul, South Korea	$115M	-$1.85M	8	0.53%	Reduced
179	SC Sasco Capital Fairfield, Connecticut	$114M	-$42.6M	1	4.09%	Reduced
180	Virginia Retirement Systems Richmond, Virginia	$113M	-$3.9M	6	1.37%	Reduced
181	Loomis, Sayles & Company Boston, Massachusetts	$110M	-$11.9M	5	0.24%	Reduced
182	SCM Shapiro Capital Management Atlanta, Georgia	$110M	+$10.6K	1	2.49%	Increased
183	ClearBridge Investments (Australia) Sydney, Australia	$110M	+$1.02M	6	7.98%	Increased
184	CI Investments Inc Toronto, Ontario, Canada	$107M	+$29.8M	1	1.04%	Increased
185	State of Tennessee, Department of Treasury Nashville, Tennessee	$107M	+$2.75M	10	0.54%	Increased
186	ZP Zimmer Partners New York	$106M	+$9.86M	3	2.36%	Increased
187	ALPS Advisors Denver, Colorado	$105M	-$25M	5	0.75%	Reduced
188	London Company of Virginia Richmond, Virginia	$105M	-$2.58M	1	0.75%	Reduced
189	Madison Investment Holdings Madison, Wisconsin	$104M	-$1.18M	2	1.87%	Reduced
190	Regions Financial Corp Birmingham, Alabama	$104M	-$3.96M	6	1.18%	Reduced
191	Cooke & Bieler Philadelphia, Pennsylvania	$102M	+$16.7M	1	1.9%	Increased
192	Cohen & Steers New York	$99.9M	+$10.5M	2	0.27%	Increased
193	Hotchkis & Wiley Capital Management Los Angeles, California	$99.5M	+$56.5M	2	0.39%	Increased
194	ORIO Old Republic International (ORI) Chicago, Illinois	$99.1M	$0	4	3.28%	Maintained
195	GAMCO Investors Greenwich, Connecticut	$98.2M	-$5.12M	2	0.61%	Reduced
196	Confluence Investment Management St. Louis, Missouri	$98.2M	+$9.62M	2	1.88%	Increased
197	Numeric Investors Boston, Massachusetts	$97.5M	+$59M	5	0.75%	Increased
198	Schroder Investment Management Group London, United Kingdom	$96M	+$8.3M	11	0.17%	Increased
199	MLICM Metropolitan Life Insurance Company (MetLife) New York	$95.5M	-$1.6M	8	0.6%	Reduced
200	KI Koch Industries Wichita, Kansas	$93M	+$437K	4	22.08%	Increased