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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
201	US Bancorp Minneapolis, Minnesota	$68.9M	+$71M	14	0.31%	New
202	Irish Life Investment Managers Dublin, Ireland	$68.8M	+$70.6M	9	0.87%	New
203	ACM Addison Clark Management Stamford, Connecticut	$68.4M	+$64.7M	1	5.79%	New
204	TAA Turiya Advisors Asia Hong Kong	$68M	+$69.7M	1	7.83%	New
205	TCW Group Los Angeles, California	$66.8M	+$68.7M	7	0.33%	New
206	CCM Cornerstone Capital Management Edina, Minnesota	$66.3M	+$67.9M	1	2.18%	New
207	IRF IBM Retirement Fund Armonk, New York	$66.1M	+$67.9M	8	0.82%	New
208	Magellan Asset Management Sydney, Australia	$65.4M	+$67.3M	3	0.73%	New
209	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$63.7M	+$64.7M	1	1.25%	New
210	Silvercrest Asset Management New York	$63.4M	+$60.6M	6	1.34%	New
211	Axa Paris, France	$62.9M	+$63.9M	9	0.33%	New
212	LBG Lloyds Banking Group London, United Kingdom	$62.5M	+$63.7M	7	0.65%	New
213	Public Employees Retirement Association of Colorado Denver, Colorado	$61.9M	+$63.8M	9	0.58%	New
214	OppenheimerFunds New York	$61.2M	+$61.3M	3	0.09%	New
215	BNP Paribas Financial Markets Paris, France	$59.6M	+$63.4M	11	0.04%	New
216	CC Cannell & Co New York	$58.9M	+$59.8M	1	3.43%	New
217	Pinnacle Associates New York	$58.3M	+$57.7M	4	1.31%	New
218	Allstate Corporation Northbrook, Illinois	$58.1M	+$60M	4	2.65%	New
219	Susquehanna International Group Bala Cynwyd, Pennsylvania	$57.2M	+$57.8M	19	0.03%	New
220	London Company of Virginia Richmond, Virginia	$55.8M	+$57.5M	1	0.81%	New
221	CCMH Cornerstone Capital Management Holdings New York	$55.6M	+$57.3M	7	0.69%	New
222	State of Michigan Retirement System Lansing, Michigan	$55.3M	+$56.9M	7	0.51%	New
223	Nomura Asset Management Tokyo, Japan	$54.8M	+$56.3M	7	1.09%	New
224	RCM Riverhead Capital Management Wilmington, Delaware	$54.3M	+$56.1M	7	1.8%	New
225	Gateway Investment Advisers Cincinnati, Ohio	$54.2M	+$56.5M	7	0.47%	New