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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	AL AJO LP Philadelphia, Pennsylvania	$431M	-$97.4M	5	1.86%	Reduced
77	OppenheimerFunds New York	$427M	-$64.9M	9	0.52%	Reduced
78	Prudential Financial Newark, New Jersey	$423M	+$23.5M	10	0.58%	Increased
79	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$420M	-$15.1M	5	0.63%	Reduced
80	Mawer Investment Management Calgary, Alberta, Canada	$394M	-$4.04M	1	3.26%	Reduced
81	Raymond James & Associates St Petersburg, Florida	$380M	-$21.2M	15	0.7%	Reduced
82	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$376M	+$90.2M	9	0.87%	Increased
83	Neuberger Berman Group New York	$370M	+$9.14M	13	0.42%	Increased
84	Guggenheim Capital Chicago, Illinois	$366M	-$11.6M	13	0.87%	Reduced
85	Adage Capital Partners Boston, Massachusetts	$362M	-$107M	7	0.82%	Reduced
86	Duff & Phelps Investment Management Chicago, Illinois	$359M	-$75.7M	4	5.14%	Reduced
87	RhumbLine Advisers Boston, Massachusetts	$348M	+$9.31M	11	0.71%	Increased
88	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$346M	+$9.13M	11	0.71%	Increased
89	SA SQ Advisors Naples, Florida	$335M	-$1.82M	1	10.89%	Reduced
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$335M	-$93M	11	0.63%	Reduced
91	Barclays London, United Kingdom	$331M	+$110M	17	0.27%	Increased
92	OMERS Administration Corp Toronto, Ontario, Canada	$330M	+$58.8M	4	3.3%	Increased
93	AllianceBernstein Nashville, Tennessee	$322M	-$9.48M	13	0.23%	Reduced
94	Bank of Nova Scotia Toronto, Ontario, Canada	$319M	+$45.8M	12	1.46%	Increased
95	D.E. Shaw & Co New York	$317M	+$165M	11	0.44%	Increased
96	State of Wisconsin Investment Board Madison, Wisconsin	$314M	+$22.9M	12	0.86%	Increased
97	Jennison Associates New York	$311M	-$172M	7	0.31%	Reduced
98	Asset Management One Tokyo, Japan	$307M	+$893K	8	0.68%	Increased
99	LM Luminus Management Houston, Texas	$305M	+$147M	6	6.47%	Increased
100	First Trust Advisors Wheaton, Illinois	$301M	-$117M	10	0.72%	Reduced