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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	TCW Group Los Angeles, California	$290M	+$267M	12	2.08%	Increased
227	Mawer Investment Management Calgary, Alberta, Canada	$288M	+$83.3M	2	1.61%	Increased
228	Zurich Cantonal Bank Zurich, Switzerland	$287M	-$73.1M	19	0.62%	Reduced
229	Asset Management One Tokyo, Japan	$285M	+$7.92M	10	0.79%	Increased
230	ZP Zimmer Partners New York	$283M	+$142M	3	7.45%	Increased
231	Macquarie Group Sydney, NSW 2000, Australia	$281M	-$355M	13	1.23%	Reduced
232	Magellan Asset Management Sydney, Australia	$280M	+$7.47M	5	3.41%	Increased
233	London Company of Virginia Richmond, Virginia	$280M	-$7.36M	1	1.62%	Reduced
234	Cerity Partners New York	$279M	+$69.6M	20	0.41%	Increased
235	Retirement Systems of Alabama Montgomery, Alabama	$273M	-$1.57M	13	0.89%	Reduced
236	Los Angeles Capital Management Los Angeles, California	$273M	+$31.7M	22	0.93%	Increased
237	Vident Advisory Alpharetta, Georgia	$268M	-$47.3M	25	2.44%	Reduced
238	AIM Allen Investment Management New York	$267M	+$3.67M	3	2.96%	Increased
239	Panagora Asset Management Boston, Massachusetts	$266M	-$18.2M	13	0.94%	Reduced
240	Merewether Investment Management Dallas, Texas	$263M	-$65M	5	6.05%	Reduced
241	APG Asset Management Amsterdam, Netherlands	$261M	-$942K	9	0.74%	Reduced
242	KBC Group Brussels, Belgium	$259M	+$99.4M	18	0.59%	Increased
243	Freestone Grove Partners San Francisco, California	$258M	+$101M	9	1.87%	Increased
244	Allianz Asset Management Munich, Germany	$253M	-$100M	13	0.26%	Reduced
245	Confluence Investment Management St. Louis, Missouri	$253M	-$11.6M	7	3.79%	Reduced
246	Westfield Capital Management Boston, Massachusetts	$252M	-$42.7M	4	1.05%	Reduced
247	Gotham Asset Management New York	$251M	+$37.5M	20	0.92%	Increased
248	Credit Agricole Montrouge Cedex, France	$250M	+$57.2M	14	0.57%	Increased
249	Axiom Investors Greenwich, Connecticut	$249M	-$131M	3	2.18%	Reduced
250	P3I Progeny 3 Inc Kirkland, Washington	$247M	-$8.61M	2	13.3%	Reduced