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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	Rubric Capital Management (New York) New York	$1.86B	-$80.6M	5	28.08%	Reduced
52	1832 Asset Management Toronto, Ontario, Canada	$1.85B	+$73.2M	16	1.44%	Increased
53	Barclays London, United Kingdom	$1.83B	-$76.9M	31	0.42%	Reduced
54	Millennium Management New York	$1.72B	+$95M	28	0.83%	Increased
55	California Public Employees Retirement System Sacramento, California	$1.6B	-$176M	12	1.02%	Reduced
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.56B	+$4.28M	12	0.98%	Increased
57	W.H. Reaves & Co Jersey City, New Jersey	$1.56B	+$17M	11	34.63%	Increased
58	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.54B	-$547K	4	5.2%	Reduced
59	American Century Companies Kansas City, Missouri	$1.53B	+$243M	19	0.83%	Increased
60	Citigroup New York	$1.48B	+$102M	35	0.73%	Increased
61	Third Point New York	$1.47B	+$131M	4	19.32%	Increased
62	CIBC Asset Management Toronto, Ontario, Canada	$1.45B	-$119M	21	4.48%	Reduced
63	AQR Capital Management Greenwich, Connecticut	$1.45B	+$52.2M	25	1.2%	Increased
64	Newport Trust Company Washington, District of Columbia	$1.41B	-$776M	3	3.37%	Reduced
65	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.4B	+$56.1M	22	1.82%	Increased
66	Dodge & Cox San Francisco, California	$1.38B	-$24.9M	2	0.78%	Reduced
67	Victory Capital Management San Antonio, Texas	$1.36B	+$575M	19	0.88%	Increased
68	Neuberger Berman Group New York	$1.31B	+$84.8M	20	1.01%	Increased
69	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.27B	+$44.8M	8	1.1%	Increased
70	Assenagon Asset Management Senningerberg, Luxembourg	$1.27B	+$557M	13	1.88%	Increased
71	First Trust Advisors Wheaton, Illinois	$1.26B	+$9.5M	22	1.01%	Increased
72	HSBC Holdings London, United Kingdom	$1.25B	-$85.3M	22	0.75%	Reduced
73	Arrowstreet Capital Boston, Massachusetts	$1.24B	+$454M	10	0.88%	Increased
74	Citadel Advisors Miami, Florida	$1.22B	-$265M	35	0.21%	Reduced
75	RhumbLine Advisers Boston, Massachusetts	$1.22B	+$12M	29	1.04%	Increased