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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
251	Credit Agricole Montrouge Cedex, France	$318M	+$134M	15	0.64%	Increased
252	ZP Zimmer Partners New York	$316M	+$14M	5	7.27%	Increased
253	KLP Kapitalforvaltning Oslo, Norway	$314M	+$25.7M	14	1.01%	Increased
254	Corient Private Wealth Miami, Florida	$314M	-$41.6M	27	0.43%	Reduced
255	Cambridge Investment Research Advisors Fairfield, Iowa	$313M	+$24.1M	35	0.7%	Increased
256	Retirement Systems of Alabama Montgomery, Alabama	$309M	-$28.8M	13	0.93%	Reduced
257	Zurich Insurance Group Zurich, Switzerland	$309M	+$75.3M	8	2.14%	Increased
258	Bank Julius Baer & Co Zurich, Switzerland	$307M	+$148M	10	0.79%	Increased
259	CCM Carronade Capital Management Darien, Connecticut	$306M	+$55.4M	1	5.29%	Increased
260	UniSuper Management Melbourne, Victoria, Australia	$304M	-$8.83M	11	1.57%	Reduced
261	ECP Electron Capital Partners New York	$304M	+$29.5M	4	12.12%	Increased
262	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$302M	+$339M	4	9.93%	Increased
263	Gotham Asset Management New York	$300M	+$10.4M	19	0.7%	Increased
264	Driehaus Capital Management Chicago, Illinois	$298M	-$180M	5	1.73%	Reduced
265	Marshall Wace London, United Kingdom	$297M	-$418M	22	0.23%	Reduced
266	Caledonia Investments (Australia) Sydney NSW, Australia	$294M	-$56.7M	1	10.05%	Reduced
267	Voloridge Investment Management Jupiter, Florida	$290M	-$356M	12	1.24%	Reduced
268	Defiance ETFs New York	$288M	-$22.6M	22	3.91%	Reduced
269	Munro Partners Melbourne, Australia	$287M	-$109M	2	6.33%	Reduced
270	Beutel, Goodman & Co Toronto, Ontario, Canada	$287M	+$98.3M	3	2.11%	Increased
271	US Bancorp Minneapolis, Minnesota	$285M	+$10.9M	35	0.31%	Increased
272	YCM Yaupon Capital Management New York	$284M	+$74.5M	5	5.6%	Increased
273	Two Seas Capital Rye, New York	$282M	+$37.5M	3	5.58%	Increased
274	State of New Jersey Common Pension Fund D Trenton, New Jersey	$281M	-$12.7M	19	0.96%	Reduced
275	Clear Street New York	$278M	+$137M	8	0.7%	Increased