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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	Credit Suisse Zurich, Switzerland	$390M	-$30.8M	17	0.38%	Reduced
77	Adage Capital Partners Boston, Massachusetts	$377M	+$92.4M	5	0.92%	Increased
78	HBK Investments Dallas, Texas	$371M	+$321M	6	2.33%	Increased
79	First Trust Advisors Wheaton, Illinois	$370M	-$80.4M	9	0.99%	Reduced
80	Guggenheim Capital Chicago, Illinois	$367M	+$3.75M	13	0.97%	Increased
81	Raymond James & Associates St Petersburg, Florida	$367M	+$9.15M	15	0.79%	Increased
82	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$364M	-$16.4M	11	0.78%	Reduced
83	Prudential Financial Newark, New Jersey	$361M	+$12.4M	10	0.54%	Increased
84	Mawer Investment Management Calgary, Alberta, Canada	$358M	+$5.77M	1	3.3%	Increased
85	AllianceBernstein Nashville, Tennessee	$337M	+$1.58M	15	0.26%	Increased
86	RhumbLine Advisers Boston, Massachusetts	$331M	+$5.88M	11	0.76%	Increased
87	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$328M	+$67.6M	12	0.75%	Increased
88	Artisan Partners Milwaukee, Wisconsin	$319M	+$132M	2	0.6%	Increased
89	LM Luminus Management Houston, Texas	$319M	+$306M	5	6.66%	Increased
90	Burgundy Asset Management Toronto, Ontario, Canada	$317M	-$7.47M	2	3%	Reduced
91	Neuberger Berman Group New York	$316M	+$21.3M	12	0.41%	Increased
92	Two Sigma Investments New York	$315M	+$184M	10	1.14%	Increased
93	Asset Management One Tokyo, Japan	$311M	+$14.1M	7	0.8%	Increased
94	AGC Angelo Gordon & Co New York	$308M	+$289M	1	15.09%	New
95	SA SQ Advisors Naples, Florida	$303M	-$2.47M	1	11.04%	Reduced
96	BCM Brigade Capital Management New York	$300M	+$282M	1	24.87%	New
97	FIG Fortress Investment Group New York	$297M	+$279M	1	6.07%	New
98	Bank of Nova Scotia Toronto, Ontario, Canada	$296M	-$10.1M	11	1.56%	Reduced
99	New York State Teachers Retirement System (NYSTRS) Albany, New York	$294M	-$5.28M	8	0.75%	Reduced
100	BNP Paribas Financial Markets Paris, France	$294M	+$79.6M	14	0.89%	Increased