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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	SC Sasco Capital Fairfield, Connecticut	$120M	+$9.79M	1	4.77%	Increased
177	KI Koch Industries Wichita, Kansas	$116M	-$1.44M	1	80.99%	Reduced
178	Pendal Group Sydney, Australia	$116M	+$4.67M	2	1.49%	Increased
179	AMF Tjänstepension Stockholm, Sweden	$111M	-$4.25M	2	1.07%	Reduced
180	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$111M	-$421K	10	0.56%	Reduced
181	Korea Investment Corp Seoul, South Korea	$110M	+$1.02M	9	0.5%	Increased
182	Select Equity Group New York	$107M	-$21.9M	1	0.86%	Reduced
183	Victory Capital Management San Antonio, Texas	$107M	+$5.12M	9	0.23%	Increased
184	Madison Investment Holdings Madison, Wisconsin	$106M	+$9.21M	3	1.89%	Increased
185	Retirement Systems of Alabama Montgomery, Alabama	$106M	-$19.6M	8	0.52%	Reduced
186	T TOBAM Paris, France	$105M	+$18.4M	3	4.31%	Increased
187	ClearBridge Investments (Australia) Sydney, Australia	$104M	+$50.6M	7	6.66%	Increased
188	Aviva London, United Kingdom	$103M	-$336K	9	0.61%	Reduced
189	Orbis Allan Gray Hamilton, Bermuda	$103M	+$84M	2	0.57%	Increased
190	Confluence Investment Management St. Louis, Missouri	$103M	+$874K	1	1.81%	Increased
191	Teacher Retirement System of Texas Austin, Texas	$102M	+$16.4M	10	0.65%	Increased
192	MIS Morningstar Investment Services Chicago, Illinois	$99.5M	-$9.46M	3	1.87%	Reduced
193	ACG Anchorage Capital Group New York	$98.5M	+$77.3M	1	1.89%	Increased
194	Arrowstreet Capital Boston, Massachusetts	$98M	-$72.9M	3	0.24%	Reduced
195	SEI Investments Oaks, Pennsylvania	$97.7M	+$1.28M	14	0.33%	Increased
196	HBK Investments Dallas, Texas	$97.6M	-$21.8M	8	0.64%	Reduced
197	Cooke & Bieler Philadelphia, Pennsylvania	$96.5M	+$1.34M	1	1.73%	Increased
198	NM Newtyn Management New York	$95.8M	+$2.17M	1	17.92%	Increased
199	DZ Bank Frankfurt Am Main, Germany	$93M	-$16.3M	7	0.34%	Reduced
200	Guggenheim Capital Chicago, Illinois	$92.5M	-$263M	9	0.62%	Reduced