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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	T TOBAM Paris, France	$95M	-$15.7M	4	4.05%	Reduced
202	MIS Morningstar Investment Services Chicago, Illinois	$93.8M	-$5.7M	3	1.69%	Reduced
203	Teacher Retirement System of Texas Austin, Texas	$93M	-$15.1M	10	0.65%	Reduced
204	AMF Tjänstepension Stockholm, Sweden	$92.8M	-$18.3M	2	0.85%	Reduced
205	SCM Shapiro Capital Management Atlanta, Georgia	$91.4M	-$348K	1	1.94%	Reduced
206	Fenimore Asset Management Cobleskill, New York	$90.6M	+$224K	2	3.18%	Increased
207	Guggenheim Capital Chicago, Illinois	$89.7M	-$3.04M	9	0.58%	Reduced
208	Arizona State Retirement System Phoenix, Arizona	$88.3M	+$1.78M	8	0.83%	Increased
209	Citigroup New York	$87.8M	-$4.87M	21	0.08%	Reduced
210	SC Sasco Capital Fairfield, Connecticut	$87.4M	-$36.1M	1	4.87%	Reduced
211	Eaton Vance Management Boston, Massachusetts	$85.8M	-$4.6M	8	0.19%	Reduced
212	CA Cortland Advisers Wilmington, Delaware	$83.9M	-$6.81M	2	4.25%	Reduced
213	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$83.7M	+$18.3M	13	0.59%	Increased
214	Cohen & Steers New York	$83M	-$1.23M	2	0.24%	Reduced
215	UH Unigestion Holding Geneva, Switzerland	$82.6M	+$58.2M	2	1.75%	Increased
216	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$82.5M	-$8.93M	1	3.65%	Reduced
217	NM Nokota Management New York	$82.5M	+$18.4M	2	1.28%	Increased
218	SEI Investments Oaks, Pennsylvania	$81M	-$18M	11	0.29%	Reduced
219	Great Lakes Advisors Chicago, Illinois	$80.8M	+$4.7M	3	1.78%	Increased
220	Alyeska Investment Group Chicago, Illinois	$80.5M	+$15.7M	1	0.88%	Increased
221	BC Blackstart Capital New York	$80.2M	+$14.2M	4	18.26%	Increased
222	Commonwealth Equity Services Waltham, Massachusetts	$80.2M	+$3.51M	12	0.38%	Increased
223	LPL Financial San Diego, California	$80.1M	-$5.57M	16	0.19%	Reduced
224	Regions Financial Corp Birmingham, Alabama	$80M	+$1.21M	13	0.86%	Increased
225	SFM Systematic Financial Management Teaneck, New Jersey	$79.8M	-$13.6M	5	1.93%	Reduced