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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	Newport Trust Company Washington, District of Columbia	$393M	+$1.07M	1	1.44%	Increased
77	UBS Group Zurich, Switzerland	$393M	-$3.51M	27	0.17%	Reduced
78	ACG Anchorage Capital Group New York	$389M	+$206M	1	18.14%	Increased
79	New York State Common Retirement Fund Albany, New York	$386M	-$14.6M	12	0.49%	Reduced
80	D.E. Shaw & Co New York	$385M	+$41.9M	12	0.46%	Increased
81	AKRE Capital Management Middleburg, Virginia	$378M	+$23.4M	1	2.85%	Increased
82	AllianceBernstein Nashville, Tennessee	$373M	+$43.6M	15	0.22%	Increased
83	RhumbLine Advisers Boston, Massachusetts	$371M	+$8.07M	13	0.62%	Increased
84	Prudential Financial Newark, New Jersey	$368M	-$100M	11	0.7%	Reduced
85	Adage Capital Partners Boston, Massachusetts	$365M	+$25.3M	9	0.93%	Increased
86	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$363M	+$13.6M	12	0.64%	Increased
87	American Century Companies Kansas City, Missouri	$356M	+$32.1M	12	0.34%	Increased
88	Davenport & Co Richmond, Virginia	$355M	-$3.55M	3	4.32%	Reduced
89	SPC Silver Point Capital Greenwich, Connecticut	$352M	+$171M	1	49.67%	Increased
90	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$345M	+$86.2M	10	2.44%	Increased
91	Amundi Asset Management US Boston, Massachusetts	$340M	+$16.1M	10	0.4%	Increased
92	Millennium Management New York	$338M	+$242M	13	0.46%	Increased
93	Victory Capital Management San Antonio, Texas	$335M	+$12.6M	12	0.45%	Increased
94	CI Investments Inc Toronto, Ontario, Canada	$308M	+$44.4M	8	1.64%	Increased
95	Epoch Investment Partners New York	$301M	-$78.8M	2	1.55%	Reduced
96	Two Sigma Advisers New York	$296M	+$18.6M	11	0.87%	Increased
97	ClearBridge Investments New York	$292M	+$213M	11	0.26%	Increased
98	Citigroup New York	$292M	+$132M	20	0.23%	Increased
99	Pentwater Capital Management Naples, Florida	$290M	+$121M	1	5.16%	Increased
100	Markel Group Glen Allen, Virginia	$286M	-$18	1	5.33%	Reduced