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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
76	BlackRock New York	$386M	-$81.2M	14	0.62%	Reduced
77	AllianceBernstein Nashville, Tennessee	$384M	+$20.1M	12	0.33%	Increased
78	Neuberger Berman Group New York	$384M	-$29.6M	10	0.53%	Reduced
79	PGGM Investments Zeist, Netherlands	$382M	+$5.74M	6	2.02%	Increased
80	Janus Henderson Investors US Denver, Colorado	$378M	-$22.7M	9	0.33%	Reduced
81	Boston Partners Boston, Massachusetts	$377M	+$63.8M	4	0.56%	Increased
82	Guggenheim Capital Chicago, Illinois	$369M	-$26.5M	14	1.16%	Reduced
83	First Trust Advisors Wheaton, Illinois	$368M	+$132M	9	1.18%	Increased
84	Credit Suisse Zurich, Switzerland	$360M	-$23.4M	15	0.43%	Reduced
85	BHG Blue Harbour Group Greenwich, Connecticut	$354M	$0	1	11.91%	Maintained
86	UBS Group Zurich, Switzerland	$354M	-$241M	23	0.24%	Reduced
87	Mawer Investment Management Calgary, Alberta, Canada	$352M	-$6.17M	1	4.09%	Reduced
88	H Hexavest Montreal, Quebec, Canada	$345M	-$30.5M	10	5.14%	Reduced
89	Teachers Advisors New York	$340M	-$5.59M	11	0.62%	Reduced
90	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$338M	+$54.1M	10	4.12%	Increased
91	Thrivent Financial for Lutherans Minneapolis, Minnesota	$328M	+$39.5M	9	1.59%	Increased
92	LM Luminus Management Houston, Texas	$326M	-$6.49M	2	10.79%	Reduced
93	New York State Teachers Retirement System (NYSTRS) Albany, New York	$317M	-$3.29M	8	0.84%	Reduced
94	Lazard Asset Management New York	$315M	-$12.6M	8	0.69%	Reduced
95	Burgundy Asset Management Toronto, Ontario, Canada	$302M	+$118M	2	3.14%	Increased
96	VOYA Investment Management Atlanta, Georgia	$297M	+$20.1M	13	0.74%	Increased
97	PNC Financial Services Group Pittsburgh, Pennsylvania	$288M	-$3.91M	12	0.34%	Reduced
98	CIBC Asset Management Toronto, Ontario, Canada	$287M	-$28.6M	10	2.15%	Reduced
99	OppenheimerFunds New York	$284M	-$201M	9	0.38%	Reduced
100	William Blair Investment Management Chicago, Illinois	$282M	-$15.4M	3	1.12%	Reduced