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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	Pinnacle Associates New York	$78.8M	+$16.6M	4	1.54%	Increased
202	Comerica Bank Dallas, Texas	$77.5M	-$905K	13	0.59%	Reduced
203	Korea Investment Corp Seoul, South Korea	$76.9M	+$21.2M	9	0.68%	Increased
204	PHAM Pacific Heights Asset Management San Francisco, California	$76M	-$21.2M	2	2.62%	Reduced
205	WI WBI Investments Red Bank, New Jersey	$74.8M	-$3.42M	3	3.28%	Reduced
206	Magellan Asset Management Sydney, Australia	$74.5M	-$44.8K	3	0.59%	Reduced
207	TCW Group Los Angeles, California	$74.4M	+$585K	7	0.31%	Increased
208	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$73.7M	-$12.5M	13	0.29%	Reduced
209	Arizona State Retirement System Phoenix, Arizona	$72.4M	-$2.74M	8	0.92%	Reduced
210	US Bancorp Minneapolis, Minnesota	$72.2M	-$1.24M	15	0.3%	Reduced
211	JHC JFB Holdings Corp Atlanta, Georgia	$70.3M	+$28.7M	1	2.2%	Increased
212	CM CS McKee Pittsburgh, Pennsylvania	$69.3M	-$8.11M	1	1.49%	Reduced
213	TPSF Texas Permanent School Fund Austin, Texas	$68.8M	-$3.34M	8	0.71%	Reduced
214	Reinhart Partners Mequon, Wisconsin	$68.6M	+$6.98M	3	5.15%	Increased
215	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$67.5M	-$25.2M	9	0.59%	Reduced
216	Cullen Capital Management New York	$66.4M	+$4.78K	2	1.8%	Increased
217	D.E. Shaw & Co New York	$66.1M	-$44M	9	0.09%	Reduced
218	RCM Riverhead Capital Management Wilmington, Delaware	$65.7M	+$2M	9	1.44%	Increased
219	CCM Cornerstone Capital Management Edina, Minnesota	$64.7M	+$2.1M	1	2.1%	Increased
220	Commerzbank Aktiengesellschaft Frankfurt, Germany	$64.6M	-$6.4M	11	0.28%	Reduced
221	LCS Levin Capital Strategies New York	$64.4M	-$80.1M	5	1.08%	Reduced
222	Virginia Retirement Systems Richmond, Virginia	$64.2M	+$3.59M	9	1.21%	Increased
223	Prudential plc London, England, United Kingdom	$63.6M	-$5.42M	3	0.28%	Reduced
224	AIG American International Group New York	$63.4M	+$2.6M	17	0.3%	Increased
225	MSA Mason Street Advisors Milwaukee, Wisconsin	$62.9M	+$1.26M	9	0.51%	Increased