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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	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$68.6M	-$9M	2	7.15%	Reduced
202	City National Bank Beverly Hills, Delaware	$68.3M	+$14.7M	10	0.63%	Increased
203	US Bancorp Minneapolis, Minnesota	$67.7M	-$1.71M	16	0.27%	Reduced
204	Comerica Bank Dallas, Texas	$67.1M	+$3.22M	11	0.59%	Increased
205	Credit Agricole Montrouge Cedex, France	$66M	-$32.9M	10	0.28%	Reduced
206	Magellan Asset Management Sydney, Australia	$65.8M	+$2.78M	3	0.52%	Increased
207	AIG American International Group New York	$65.5M	+$655K	17	0.29%	Increased
208	BRIM Broad Run Investment Management Arlington, Virginia	$65.5M	+$45.2M	1	5.02%	Increased
209	VVP Vulcan Value Partners Birmingham, Alabama	$65.3M	+$5.12M	1	0.93%	Increased
210	Advisors Asset Management Monument, Colorado	$64.6M	+$12.2M	7	0.89%	Increased
211	CI Investments Inc Toronto, Ontario, Canada	$64.2M	+$13M	1	0.67%	Increased
212	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$63.9M	+$1.42M	9	0.51%	Increased
213	M&T Bank Buffalo, New York	$62.8M	+$48.9M	11	0.4%	Increased
214	D.E. Shaw & Co New York	$61.8M	-$1.6M	9	0.08%	Reduced
215	Gateway Investment Advisers Cincinnati, Ohio	$61.7M	-$74.2K	7	0.49%	Reduced
216	State of Michigan Retirement System Lansing, Michigan	$61.4M	+$234K	7	0.43%	Increased
217	CM CS McKee Pittsburgh, Pennsylvania	$61.3M	-$4.17M	1	1.41%	Reduced
218	UBS O'Connor Chicago, Illinois	$61.2M	+$43.8M	4	1.06%	Increased
219	TPSF Texas Permanent School Fund Austin, Texas	$61.1M	-$4.45M	8	0.69%	Reduced
220	Loomis, Sayles & Company Boston, Massachusetts	$60.6M	+$25.5M	2	0.18%	Increased
221	Stifel Financial St. Louis, Missouri	$60.5M	+$3.35M	11	0.53%	Increased
222	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$60.3M	-$28.6M	2	1.6%	Reduced
223	Korea Investment Corp Seoul, South Korea	$60.2M	-$9.27M	7	0.49%	Reduced
224	Numeric Investors Boston, Massachusetts	$59.8M	+$8.36M	4	0.89%	Increased
225	MSA Mason Street Advisors Milwaukee, Wisconsin	$59.6M	-$557K	8	0.47%	Reduced