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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	Addenda Capital Montreal, Quebec, Canada	$169M	+$975K	2	6.25%	Increased
252	MI MMCAP International Grand Cayman, Cayman Islands	$167M	+$41.3M	8	28.46%	Increased
253	ProShare Advisors Bethesda, Maryland	$167M	+$15.7M	19	0.38%	Increased
254	Silvercrest Asset Management New York	$164M	-$3.54M	9	1.18%	Reduced
255	MetLife Investment Management Whippany, New Jersey	$164M	+$19M	23	0.88%	Increased
256	CAPTRUST Financial Advisors Raleigh, North Carolina	$162M	-$1.79M	17	0.41%	Reduced
257	SCA Southpoint Capital Advisors New York	$161M	+$53.6M	1	3.85%	Increased
258	Mawer Investment Management Calgary, Alberta, Canada	$158M	-$5.36M	2	0.76%	Reduced
259	Check Capital Management Costa Mesa, California	$157M	-$168K	2	4.59%	Reduced
260	Mariner Overland Park, Kansas	$157M	+$21.9M	25	0.26%	Increased
261	Rokos Capital Management (UK) London, United Kingdom	$157M	-$13.3M	4	1.62%	Reduced
262	APG Asset Management Amsterdam, Netherlands	$156M	-$13.8M	8	0.48%	Reduced
263	Creative Planning Overland Park, Kansas	$155M	+$13.8M	23	0.15%	Increased
264	Resona Asset Management Koto-Ku,tokyo, Japan	$155M	+$11.9M	9	0.89%	Increased
265	Osaic Holdings Scottsdale, Arizona	$153M	+$5.51M	36	0.34%	Increased
266	Waverton Investment Management London, United Kingdom	$152M	-$40.7M	1	2.36%	Reduced
267	FACM Forest Avenue Capital Management Miami, Florida	$151M	+$818K	2	20.57%	Increased
268	CF Corebridge Financial Houston, Texas	$149M	-$4.83M	22	0.86%	Reduced
269	Arizona State Retirement System Phoenix, Arizona	$147M	+$2.79M	17	0.93%	Increased
270	OMERS Administration Corp Toronto, Ontario, Canada	$145M	+$5.31M	12	1.27%	Increased
271	Alyeska Investment Group Chicago, Illinois	$145M	-$156M	11	0.58%	Reduced
272	Mizuho Markets Americas New York	$144M	-$1.87M	5	2.95%	Reduced
273	MUFG Securities (Canada) New York	$142M	-$125K	2	4.94%	Reduced
274	UniSuper Management Melbourne, Victoria, Australia	$141M	+$13.3M	10	1.05%	Increased
275	Danske Bank Copenhagen K, Denmark	$140M	-$1.3M	14	0.43%	Reduced