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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
51	First Manhattan New York	$611M	-$27.9M	12	3.63%	Reduced
52	OppenheimerFunds New York	$606M	+$111M	9	0.73%	Increased
53	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$600M	+$18.6M	13	1.6%	Increased
54	Jennison Associates New York	$552M	+$38.5M	5	0.59%	Increased
55	Renaissance Technologies New York	$540M	+$9.9M	15	0.75%	Increased
56	SII Silchester International Investors London, United Kingdom	$538M	+$26.8M	1	26.34%	Increased
57	Massachusetts Financial Services Boston, Massachusetts	$532M	-$87.5M	6	0.25%	Reduced
58	Russell Investments Group London, United Kingdom	$526M	+$4.76M	14	0.97%	Increased
59	New York State Common Retirement Fund Albany, New York	$526M	+$17.6M	9	0.71%	Increased
60	Janus Henderson Investors US Denver, Colorado	$516M	-$145M	9	0.42%	Reduced
61	California Public Employees Retirement System Sacramento, California	$501M	-$11M	13	0.82%	Reduced
62	AL AJO LP Philadelphia, Pennsylvania	$473M	-$59.2M	5	1.96%	Reduced
63	Teachers Advisors New York	$454M	+$42.8M	9	0.66%	Increased
64	First Trust Advisors Wheaton, Illinois	$453M	-$16.2M	9	1.26%	Reduced
65	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$445M	-$3.42M	7	0.89%	Reduced
66	Evercore Trust Company New York	$443M	-$8.05M	1	1.37%	Reduced
67	Credit Suisse Zurich, Switzerland	$424M	+$8.46M	15	0.38%	Increased
68	Boston Partners Boston, Massachusetts	$423M	+$18.1M	5	0.54%	Increased
69	Duff & Phelps Investment Management Chicago, Illinois	$423M	+$55.4M	5	5.99%	Increased
70	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$421M	-$47.1M	4	0.63%	Reduced
71	Mackenzie Financial Toronto Ontario, Ontario, Canada	$414M	+$14.8M	5	2.42%	Increased
72	William Blair Investment Management Chicago, Illinois	$409M	+$69.2M	3	1.54%	Increased
73	Parametric Portfolio Associates Seattle, Washington	$404M	-$147M	12	0.62%	Reduced
74	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$387M	-$16.7M	9	0.78%	Reduced
75	Lazard Asset Management New York	$379M	-$32.5M	7	0.71%	Reduced