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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	Scotia Capital Toronto, Ontario, Canada	$72.8M	+$5.22M	5	1.74%	Increased
202	TGI Tradewinds Global Investors Los Angeles, California	$72.7M	+$17M	1	1.8%	Increased
203	ACI AMP Capital Investors Sydney, Australia	$72.7M	-$17.4M	10	0.51%	Reduced
204	Magellan Asset Management Sydney, Australia	$69.9M	+$14.3M	3	0.58%	Increased
205	Arizona State Retirement System Phoenix, Arizona	$69.8M	-$2.66M	8	0.86%	Reduced
206	US Bancorp Minneapolis, Minnesota	$69.3M	+$637K	13	0.28%	Increased
207	H Hexavest Montreal, Quebec, Canada	$69.1M	-$29.6M	8	1.06%	Reduced
208	CC Cannell & Co New York	$68.9M	-$931K	1	3.25%	Reduced
209	TCW Group Los Angeles, California	$68.4M	+$376K	7	0.29%	Increased
210	Commerzbank Aktiengesellschaft Frankfurt, Germany	$67.4M	-$8.43M	12	0.33%	Reduced
211	TPSF Texas Permanent School Fund Austin, Texas	$67.2M	-$4.49M	8	0.67%	Reduced
212	Rothschild & Co Asset Management US Stamford, Connecticut	$66.8M	+$14.8M	3	1.49%	Increased
213	Cooke & Bieler Philadelphia, Pennsylvania	$66.5M	-$9.24M	1	1.52%	Reduced
214	CM CS McKee Pittsburgh, Pennsylvania	$65.7M	-$14M	1	1.29%	Reduced
215	Analytic Investors Los Angeles, California	$64.9M	-$72.2M	4	1.08%	Reduced
216	CCM Cornerstone Capital Management Edina, Minnesota	$64.6M	-$23.2M	1	1.92%	Reduced
217	Prudential plc London, England, United Kingdom	$63.2M	+$3.38M	3	0.27%	Increased
218	Millennium Management New York	$61.9M	-$137M	10	0.2%	Reduced
219	KCM Kingstown Capital Management New York	$61.5M	+$13.1M	1	7.63%	Increased
220	Cullen Capital Management New York	$60.5M	-$7.72K	2	1.59%	Reduced
221	RCM Riverhead Capital Management Wilmington, Delaware	$60M	+$7.47M	7	1.59%	Increased
222	MSA Mason Street Advisors Milwaukee, Wisconsin	$60M	+$8.94M	9	0.49%	Increased
223	Reinhart Partners Mequon, Wisconsin	$58.4M	+$31M	3	4.65%	Increased
224	Public Employees Retirement Association of Colorado Denver, Colorado	$56.6M	-$3.97M	9	0.49%	Reduced
225	AIG American International Group New York	$56.5M	-$663K	20	0.27%	Reduced