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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	Calamos Advisors Naperville, Illinois	$82.8M	+$1.84M	6	0.31%	Increased
252	Assenagon Asset Management Senningerberg, Luxembourg	$81.1M	-$4.8M	8	0.24%	Reduced
253	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$79.1M	-$3.56M	1	1.87%	Reduced
254	Farallon Capital Management San Francisco, California	$77.5M	-$10.6M	2	0.39%	Reduced
255	USS Investment Management London, United Kingdom	$77.4M	$0	9	0.59%	Maintained
256	STRS Ohio Columbus, Ohio	$77.2M	-$1.52M	8	0.27%	Reduced
257	AIG American International Group New York	$76.6M	-$1.16M	14	0.38%	Reduced
258	CC Cannell & Co New York	$76.5M	+$8.4M	2	2.17%	Increased
259	BNP Paribas Asset Management Paris, France	$75.1M	+$58.5M	4	0.25%	Increased
260	First Pacific Advisors El Segundo, California	$74.9M	-$8.23M	1	0.93%	Reduced
261	ACI AMP Capital Investors Sydney, Australia	$74.5M	-$119M	6	2.11%	Reduced
262	Credit Agricole Montrouge Cedex, France	$74.5M	+$27.1K	6	1.19%	Increased
263	MN Services Vermogensbeheer The Hague, Netherlands	$73.9M	-$4.51M	2	0.43%	Reduced
264	SFG Sather Financial Group Victoria, Texas	$73.3M	+$2.07M	1	6.36%	Increased
265	Brown Advisory Baltimore, Maryland	$73M	-$7.58M	6	0.09%	Reduced
266	Rubric Capital Management (New York) New York	$72.5M	+$62.3M	1	3.43%	New
267	Teacher Retirement System of Texas Austin, Texas	$72.1M	-$10.8M	11	0.32%	Reduced
268	Royal London Asset Management United Kingdom	$72M	+$27.8M	5	0.27%	Increased
269	SIG Senator Investment Group New York	$72M	+$73.8M	1	1.39%	New
270	Robeco Institutional Asset Management Rotterdam, Netherlands	$71.8M	-$17.6M	4	0.15%	Reduced
271	Zurich Cantonal Bank Zurich, Switzerland	$71.5M	-$2.94M	17	0.35%	Reduced
272	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$70.8M	+$21.4M	3	8.14%	Increased
273	Swedbank Stockholm, Sweden	$70.5M	+$60.7M	2	0.12%	Increased
274	CQS Credential Qtrade Securities Vancouver,	$70.3M	+$2.97M	3	4.75%	Increased
275	SIC Schwartz Investment Counsel Plymouth, Michigan	$69.4M	$0	1	2.69%	Maintained