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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	Assenagon Asset Management Senningerberg, Luxembourg	$77.5M	-$12.4M	6	0.26%	Reduced
252	Marshall Wace London, United Kingdom	$76.8M	+$27.9M	11	0.35%	Increased
253	Carson Wealth (CWM LLC) Omaha, Nebraska	$76.6M	+$2.83K	15	0.61%	Increased
254	Mitsubishi UFJ Asset Management Tokyo, Japan	$75.3M	+$9.56M	8	0.41%	Increased
255	Royal London Asset Management United Kingdom	$74.7M	+$1.39M	7	0.3%	Increased
256	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$74.5M	+$21.6M	2	1.39%	Increased
257	Bessemer Group Woodbridge, New Jersey	$74.4M	+$717K	9	0.16%	Increased
258	Qube Research & Technologies (QRT) London, United Kingdom	$74.4M	+$59.9M	8	0.85%	Increased
259	Farallon Capital Management San Francisco, California	$74.2M	$0	1	0.3%	Maintained
260	NSCM New South Capital Management Memphis, Tennessee	$74M	-$963K	1	2.06%	Reduced
261	Intact Investment Management Montreal, Quebec, Canada	$73.9M	-$12.3M	5	2.09%	Reduced
262	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$73.4M	-$1.52M	1	5.31%	Reduced
263	Teacher Retirement System of Texas Austin, Texas	$73.3M	+$23.6M	10	0.4%	Increased
264	AIG American International Group New York	$71.9M	-$1.03M	14	0.24%	Reduced
265	Natixis Paris, France	$71.8M	-$15.1M	6	0.31%	Reduced
266	Two Sigma Advisers New York	$71.4M	-$146M	9	0.19%	Reduced
267	Comerica Bank Dallas, Texas	$71.1M	-$2.4M	14	0.42%	Reduced
268	STRS Ohio Columbus, Ohio	$71M	-$34.3M	7	0.26%	Reduced
269	Brown Advisory Baltimore, Maryland	$70.5M	-$413K	7	0.11%	Reduced
270	Zurich Cantonal Bank Zurich, Switzerland	$70.4M	+$6.8M	14	0.39%	Increased
271	First Pacific Advisors El Segundo, California	$69.4M	+$1.59M	1	0.87%	Increased
272	Brandes Investment Partners La Jolla, California	$68.2M	-$39M	1	1.52%	Reduced
273	CP Centerbridge Partners New York	$67.6M	-$10.5M	1	6.18%	Reduced
274	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$67.3M	+$5.83M	2	2.73%	Increased
275	Axa Paris, France	$65.8M	+$15M	6	0.19%	Increased