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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	Numeric Investors Boston, Massachusetts	$78.9M	-$19.4M	4	0.91%	Reduced
202	Nuveen Charlotte, North Carolina	$78.3M	-$5.69M	11	0.42%	Reduced
203	WI WHV Investments San Francisco, California	$77.8M	-$14.1M	1	1.74%	Reduced
204	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$76.7M	-$1.96M	1	4.39%	Reduced
205	HCM Huber Capital Management El Segundo, California	$75M	+$11.8M	4	2.18%	Increased
206	SFM Systematic Financial Management Teaneck, New Jersey	$74.6M	+$250K	3	0.64%	Increased
207	Suntrust Banks Atlanta, Georgia	$72.9M	-$105K	8	0.47%	Reduced
208	Thompson Siegel & Walmsley Richmond, Virginia	$72.6M	-$9.3M	5	1.29%	Reduced
209	Advisors Asset Management Monument, Colorado	$72.6M	+$4.96M	8	1%	Increased
210	Virginia Retirement Systems Richmond, Virginia	$71.9M	+$21M	9	1.09%	Increased
211	Sentry Investments Toronto, Ontario, Canada	$71.5M	+$59.2M	2	0.83%	Increased
212	GA Geneva Advisors Chicago, Illinois	$70.2M	+$27.6M	4	1.25%	Increased
213	Two Sigma Investments New York	$70.1M	-$104M	10	0.33%	Reduced
214	Pzena Investment Management New York	$69.2M	-$19M	2	0.39%	Reduced
215	Reinhart Partners Mequon, Wisconsin	$69.2M	+$5.51M	3	6.4%	Increased
216	AIG American International Group New York	$67.9M	-$622K	17	0.27%	Reduced
217	Korea Investment Corp Seoul, South Korea	$67.3M	+$391K	8	0.57%	Increased
218	Fenimore Asset Management Cobleskill, New York	$66.8M	-$225K	1	3.44%	Reduced
219	Andra AP-fonden Goteborg, Sweden	$64.8M	-$4.79M	7	1.87%	Reduced
220	US Bancorp Minneapolis, Minnesota	$64.2M	-$974K	16	0.25%	Reduced
221	Gateway Investment Advisers Cincinnati, Ohio	$63.4M	-$307K	7	0.53%	Reduced
222	M&T Bank Buffalo, New York	$62.8M	+$277K	12	0.38%	Increased
223	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$61.2M	+$9.01M	6	0.79%	Increased
224	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$60.9M	-$2.88M	8	0.42%	Reduced
225	Citadel Advisors Miami, Florida	$60.5M	-$88.8M	15	0.05%	Reduced