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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	UH Unigestion Holding Geneva, Switzerland	$129M	-$1.94M	2	3.46%	Reduced
177	Nuveen Charlotte, North Carolina	$129M	-$11.2M	6	0.69%	Reduced
178	ALPS Advisors Denver, Colorado	$128M	-$7.44M	6	0.91%	Reduced
179	AGC Angelo Gordon & Co New York	$128M	$0	1	11.98%	Maintained
180	KI Koch Industries Wichita, Kansas	$128M	$0	1	98.64%	Maintained
181	Virginia Retirement Systems Richmond, Virginia	$127M	-$8.65M	8	1.5%	Reduced
182	Madison Investment Holdings Madison, Wisconsin	$124M	+$2.11M	2	2.28%	Increased
183	State of New Jersey Common Pension Fund D Trenton, New Jersey	$123M	+$21.1M	9	0.46%	Increased
184	Envestnet Asset Management Chicago, Illinois	$122M	+$22M	12	0.17%	Increased
185	H Hexavest Montreal, Quebec, Canada	$122M	-$51.8M	5	1.54%	Reduced
186	Treasurer of the State of North Carolina Raleigh, North Carolina	$120M	+$5.33M	10	0.77%	Increased
187	Korea Investment Corp Seoul, South Korea	$120M	-$7.7M	9	0.54%	Reduced
188	SCM Steadfast Capital Management New York	$120M	+$109M	1	1.88%	New
189	Pendal Group Sydney, Australia	$119M	-$24.8M	2	1.64%	Reduced
190	Asset Management One Tokyo, Japan	$118M	-$209M	7	0.64%	Reduced
191	BC Blackstart Capital New York	$117M	-$16.9M	4	26.04%	Reduced
192	SCM Stonehill Capital Management New York	$116M	+$96.8M	1	35.07%	Increased
193	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$116M	-$3.36M	10	0.61%	Reduced
194	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$115M	+$104M	1	10.41%	New
195	Schroder Investment Management Group London, United Kingdom	$115M	+$43.5M	7	0.2%	Increased
196	ECP Electron Capital Partners New York	$112M	+$79.6M	2	14.31%	Increased
197	KGI Kopernik Global Investors Tampa, Florida	$112M	-$2.02M	1	19.47%	Reduced
198	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$111M	+$18.6M	4	1.04%	Increased
199	CA Cortland Advisers Wilmington, Delaware	$110M	+$7.14M	2	4.71%	Increased
200	AMF Tjänstepension Stockholm, Sweden	$109M	+$12M	2	1.08%	Increased