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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
226	River Road Asset Management Louisville, Kentucky	$209M	-$151M	2	2.78%	Reduced
227	Snyder Capital Management San Francisco, California	$209M	-$2.73M	1	4.37%	Reduced
228	STRS Ohio Columbus, Ohio	$209M	+$16.9M	14	0.83%	Increased
229	Zurich Insurance Group Zurich, Switzerland	$209M	+$29.1M	4	1.7%	Increased
230	Hamlin Capital Management New York	$204M	-$1.34M	1	5.05%	Reduced
231	Waverton Investment Management London, United Kingdom	$203M	-$35.2M	1	3.23%	Reduced
232	Viking Global Investors Stamford, Connecticut	$202M	-$375M	2	0.65%	Reduced
233	Polar Capital Holdings London, United Kingdom	$200M	+$178M	2	1.12%	Increased
234	London Company of Virginia Richmond, Virginia	$199M	+$34.2M	1	1.09%	Increased
235	Asset Management One Tokyo, Japan	$196M	+$2.84M	9	0.67%	Increased
236	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$196M	+$42M	3	3.47%	Increased
237	State of New Jersey Common Pension Fund D Trenton, New Jersey	$195M	+$823K	16	0.79%	Increased
238	SCM Segra Capital Management Palm Beach, Florida	$194M	-$70.8M	7	73.76%	Reduced
239	Railway Pension Investments London, United Kingdom	$194M	$0	3	2.57%	Maintained
240	5NCM 59 North Capital Management Houston, Texas	$193M	-$54.4M	1	9.03%	Reduced
241	MI MMCAP International Grand Cayman, Cayman Islands	$193M	-$125M	7	29.07%	Reduced
242	Ceredex Value Advisors Orlando, Florida	$190M	+$75.6M	5	3.83%	Increased
243	Addenda Capital Montreal, Quebec, Canada	$190M	-$12.1M	2	6.69%	Reduced
244	Two Seas Capital Rye, New York	$189M	+$59.2M	3	16.32%	Increased
245	SCM Steadfast Capital Management New York	$189M	-$343M	2	3.84%	Reduced
246	Rokos Capital Management (UK) London, United Kingdom	$188M	+$21.2M	3	1.88%	Increased
247	Two Sigma Advisers New York	$188M	+$39.5M	17	0.43%	Increased
248	Silvercrest Asset Management New York	$186M	+$26M	8	1.24%	Increased
249	Sachem Head Capital Management New York	$183M	-$6.05M	1	10.1%	Reduced
250	Credit Agricole Montrouge Cedex, France	$182M	+$130M	17	0.53%	Increased