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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	$74M	-$1.43M	16	0.29%	Reduced
202	Korea Investment Corp Seoul, South Korea	$73.9M	-$7.65M	7	0.61%	Reduced
203	CCMH Cornerstone Capital Management Holdings New York	$72.4M	+$11.4M	8	0.8%	Increased
204	LCS Levin Capital Strategies New York	$71.8M	+$424K	5	1.11%	Increased
205	Two Sigma Investments New York	$71.4M	-$35.5M	6	0.32%	Reduced
206	CM CS McKee Pittsburgh, Pennsylvania	$71.3M	-$2.24M	1	1.51%	Reduced
207	Citadel Advisors Miami, Florida	$71.1M	-$32.6M	15	0.08%	Reduced
208	D.E. Shaw & Co New York	$71M	+$3.07M	11	0.1%	Increased
209	TPSF Texas Permanent School Fund Austin, Texas	$69.2M	-$3.14M	8	0.71%	Reduced
210	AIG American International Group New York	$68.8M	+$2.04M	17	0.3%	Increased
211	Burgundy Asset Management Toronto, Ontario, Canada	$68.7M	+$70.2M	1	0.81%	New
212	BNP Paribas Asset Management Paris, France	$68.6M	-$20.5M	10	0.53%	Reduced
213	Comerica Bank Dallas, Texas	$67M	-$13.7M	11	0.57%	Reduced
214	Gateway Investment Advisers Cincinnati, Ohio	$66.8M	+$2.68M	7	0.52%	Increased
215	Magellan Asset Management Sydney, Australia	$66.2M	-$12.3M	3	0.5%	Reduced
216	MSA Mason Street Advisors Milwaukee, Wisconsin	$65.4M	-$447K	8	0.51%	Reduced
217	Pinnacle Associates New York	$65.2M	-$3.44M	4	1.27%	Reduced
218	ZP Zimmer Partners New York	$65.1M	-$56M	2	5.18%	Reduced
219	State of Michigan Retirement System Lansing, Michigan	$64.9M	+$408K	7	0.45%	Increased
220	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$64.7M	-$4.91M	9	0.52%	Reduced
221	Commerzbank Aktiengesellschaft Frankfurt, Germany	$64.3M	-$3.17M	11	0.33%	Reduced
222	Aperio Group Sausalito, California	$62.8M	+$4.51M	12	0.91%	Increased
223	CCM Cornerstone Capital Management Edina, Minnesota	$61.9M	-$2.05M	1	1.98%	Reduced
224	First Eagle Investment Management New York	$61.4M	-$25.9M	2	0.15%	Reduced
225	Peconic Partners New York	$60.8M	-$18.5M	1	6.9%	Reduced