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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	TPSF Texas Permanent School Fund Austin, Texas	$70M	-$2.05M	8	0.72%	Reduced
202	Virginia Retirement Systems Richmond, Virginia	$69.7M	-$13.5M	9	1.49%	Reduced
203	WI WBI Investments Red Bank, New Jersey	$69M	+$53.1M	2	3.29%	Increased
204	Capital Guardian Trust Los Angeles, California	$67.6M	-$6.15M	6	0.47%	Reduced
205	CC Cannell & Co New York	$67.3M	+$5.99M	1	3.64%	Increased
206	US Bancorp Minneapolis, Minnesota	$67.2M	-$1.92M	13	0.3%	Reduced
207	USAA United Services Automobile Association San Antonio, Texas	$67.1M	-$3.25M	8	0.29%	Reduced
208	TCW Group Los Angeles, California	$67.1M	+$669K	7	0.31%	Increased
209	Highbridge Capital Management New York	$66.5M	+$33.8M	4	0.7%	Increased
210	Panagora Asset Management Boston, Massachusetts	$65.8M	-$8.54M	9	0.32%	Reduced
211	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$65.7M	-$481K	1	1.39%	Reduced
212	Scotia Capital Toronto, Ontario, Canada	$65M	+$17M	7	1.74%	Increased
213	Peconic Partners New York	$63M	+$20M	1	7.8%	Increased
214	State of Tennessee, Department of Treasury Nashville, Tennessee	$63M	+$62.2M	8	0.38%	New
215	PHAM Pacific Heights Asset Management San Francisco, California	$62.5M	-$71.2M	2	1.7%	Reduced
216	IAM Impala Asset Management Palm Beach, Florida	$61.7M	+$4.31M	1	2.78%	Increased
217	Aviva London, United Kingdom	$61.4M	+$9.48M	10	0.54%	Increased
218	Susquehanna International Group Bala Cynwyd, Pennsylvania	$61M	+$3.48M	16	0.03%	Increased
219	ACM Addison Clark Management Stamford, Connecticut	$60.5M	-$15.3M	1	6.11%	Reduced
220	Public Employees Retirement Association of Colorado Denver, Colorado	$59.5M	-$2.81M	9	0.55%	Reduced
221	Cullen Capital Management New York	$58.5M	+$3.18M	2	1.66%	Increased
222	Prudential plc London, England, United Kingdom	$57.6M	+$6.18M	4	0.29%	Increased
223	IRF IBM Retirement Fund Armonk, New York	$57.6M	-$8.51M	8	0.79%	Reduced
224	Magellan Asset Management Sydney, Australia	$56.3M	-$4.4M	3	0.61%	Reduced
225	AIG American International Group New York	$55.9M	+$1.98M	19	0.3%	Increased