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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	Federated Hermes Pittsburgh, Pennsylvania	$763M	+$120M	13	2.24%	Increased
52	AllianceBernstein Nashville, Tennessee	$745M	+$57.2M	20	0.36%	Increased
53	ClearBridge Investments (Australia) Sydney, Australia	$744M	-$84.7M	4	24.27%	Reduced
54	Mirae Asset Global Investments Seoul, South Korea	$738M	+$35.7M	17	1.99%	Increased
55	Ensign Peak Advisors Salt Lake City, Utah	$737M	+$97.8M	14	1.83%	Increased
56	First Manhattan New York	$700M	-$4.78M	13	2.97%	Reduced
57	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$678M	+$329M	1	69.69%	Increased
58	Citadel Advisors Miami, Florida	$667M	-$42.1M	24	0.15%	Reduced
59	Neuberger Berman Group New York	$664M	-$64.7K	14	0.69%	Reduced
60	Lazard Asset Management New York	$627M	-$108M	10	0.92%	Reduced
61	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$625M	-$12.8M	15	1.11%	Reduced
62	William Blair Investment Management Chicago, Illinois	$606M	-$39.6M	2	2.39%	Reduced
63	Viking Global Investors Stamford, Connecticut	$603M	+$126M	1	2.79%	Increased
64	APG Asset Management Amsterdam, Netherlands	$601M	-$121M	10	1.55%	Reduced
65	First Trust Advisors Wheaton, Illinois	$596M	+$1.73M	12	0.77%	Increased
66	Blackstone Inc New York	$595M	$0	1	2.2%	Maintained
67	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$592M	-$5.25M	4	2.43%	Reduced
68	CIBC World Market Toronto, Ontario, Canada	$581M	-$33.6M	11	2.23%	Reduced
69	Amundi Paris, France	$560M	+$28.3M	11	0.33%	Increased
70	Victory Capital Management San Antonio, Texas	$550M	-$74.7M	14	0.64%	Reduced
71	AKRE Capital Management Middleburg, Virginia	$547M	+$2.74M	1	4.82%	Increased
72	Beutel, Goodman & Co Toronto, Ontario, Canada	$545M	-$17.6M	2	3.68%	Reduced
73	Duff & Phelps Investment Management Chicago, Illinois	$533M	+$21.4M	6	6.71%	Increased
74	Millennium Management New York	$507M	+$20M	19	0.3%	Increased
75	Renaissance Technologies New York	$500M	+$90.2M	12	0.71%	Increased