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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	Clear Street New York	$237M	+$240M	5	0.81%	Increased
252	Clark Capital Management Group Philadelphia, Pennsylvania	$237M	+$5.33M	9	1.48%	Increased
253	Lazard Asset Management New York	$234M	+$120M	14	0.32%	Increased
254	Beutel, Goodman & Co Toronto, Ontario, Canada	$234M	-$132M	3	1.41%	Reduced
255	Tudor Investment Corp Stamford, Connecticut	$229M	+$86.4M	12	0.4%	Increased
256	Gotham Asset Management New York	$226M	+$47.3M	18	0.98%	Increased
257	MUFG Securities (Canada) New York	$224M	-$4.78M	2	6.26%	Reduced
258	SSP Sixth Street Partners Dallas, Texas	$223M	$0	1	19.18%	Maintained
259	Mawer Investment Management Calgary, Alberta, Canada	$223M	-$19.6M	2	1.16%	Reduced
260	Hood River Capital Management Palm Beach Gardens, Florida	$221M	-$9.9M	5	2.62%	Reduced
261	Summit Partners Public Asset Management Boston, Massachusetts	$219M	-$11.8M	3	4.55%	Reduced
262	Alyeska Investment Group Chicago, Illinois	$219M	-$54.9M	10	0.66%	Reduced
263	Zurich Insurance Group Zurich, Switzerland	$218M	-$89.6M	5	1.56%	Reduced
264	Capital International Inc Los Angeles, California	$218M	+$13.5M	7	1.74%	Increased
265	Marsico Capital Management Denver, Colorado	$217M	+$16.1M	3	5.56%	Increased
266	Swiss Life Asset Management Zurich,	$215M	+$9.8M	22	1.12%	Increased
267	Antipodes Partners Royal Exchange, Australia	$214M	+$187M	2	4.8%	Increased
268	HRT Financial New York	$213M	+$91.4M	20	0.78%	Increased
269	Tortoise Capital Advisors Overland Park, Kansas	$213M	+$56.7M	6	2.74%	Increased
270	Select Equity Group New York	$211M	-$27.7M	3	0.87%	Reduced
271	Arizona State Retirement System Phoenix, Arizona	$210M	+$2.37M	19	1.12%	Increased
272	Encompass Capital Advisors New York	$210M	-$211M	6	7.38%	Reduced
273	Vaughan David Investments Peoria, Illinois	$209M	-$1.8M	6	4.51%	Reduced
274	US Bancorp Minneapolis, Minnesota	$207M	+$4.83M	29	0.24%	Increased
275	Cerity Partners New York	$206M	+$22.2M	20	0.33%	Increased