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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	Citigroup New York	$464M	+$112M	18	0.37%	Increased
77	LSV Asset Management Chicago, Illinois	$462M	-$233M	5	0.74%	Reduced
78	New York State Common Retirement Fund Albany, New York	$461M	-$81.6K	12	0.58%	Reduced
79	Apollo Management Holdings New York	$456M	-$100M	1	5.53%	Reduced
80	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$454M	-$77M	11	4.4%	Reduced
81	Mackenzie Financial Toronto Ontario, Ontario, Canada	$453M	-$35.6M	9	1.17%	Reduced
82	First Trust Advisors Wheaton, Illinois	$450M	+$105M	9	0.85%	Increased
83	American Century Companies Kansas City, Missouri	$448M	+$8.87M	7	0.45%	Increased
84	Jennison Associates New York	$447M	-$41.8M	5	0.44%	Reduced
85	Epoch Investment Partners New York	$446M	-$37.3M	3	2.01%	Reduced
86	Russell Investments Group London, United Kingdom	$445M	+$22.9M	15	0.83%	Increased
87	Bank of Nova Scotia Toronto, Ontario, Canada	$441M	-$15.4M	12	1.85%	Reduced
88	CI Investments Inc Toronto, Ontario, Canada	$436M	-$1.38M	3	2.43%	Reduced
89	Duff & Phelps Investment Management Chicago, Illinois	$431M	-$10M	4	6.02%	Reduced
90	Millennium Management New York	$425M	-$122M	12	0.64%	Reduced
91	Appaloosa LP Short Hills, New Jersey	$425M	-$140M	2	4.59%	Reduced
92	Davidson Kempner Capital Management New York	$420M	+$46.3M	2	4.55%	Increased
93	Raymond James & Associates St Petersburg, Florida	$417M	+$8.13M	15	0.6%	Increased
94	Davenport & Co Richmond, Virginia	$399M	-$3.13M	3	4.74%	Reduced
95	Hotchkis & Wiley Capital Management Los Angeles, California	$389M	+$59.9M	3	1.49%	Increased
96	ClearBridge Investments New York	$384M	-$38.2M	10	0.33%	Reduced
97	RhumbLine Advisers Boston, Massachusetts	$369M	+$22.2M	12	0.69%	Increased
98	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$358M	+$9.58M	12	0.71%	Increased
99	AllianceBernstein Nashville, Tennessee	$358M	+$34.4M	15	0.22%	Increased
100	Two Sigma Advisers New York	$356M	+$36M	9	0.89%	Increased