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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	SCM Steadfast Capital Management New York	$628M	+$370M	3	14.15%	Increased
77	Envestnet Asset Management Chicago, Illinois	$624M	-$64.7M	19	0.23%	Reduced
78	Lone Pine Capital Greenwich, Connecticut	$609M	+$442M	2	4.8%	New
79	Coatue Management New York	$603M	+$450M	2	2.36%	New
80	Amundi Paris, France	$602M	-$240M	12	0.26%	Reduced
81	Orbis Allan Gray Hamilton, Bermuda	$600M	-$433M	2	3.59%	Reduced
82	First Trust Advisors Wheaton, Illinois	$581M	-$117M	13	0.59%	Reduced
83	William Blair Investment Management Chicago, Illinois	$580M	-$64M	3	1.5%	Reduced
84	W.H. Reaves & Co Jersey City, New Jersey	$578M	+$77.1M	7	20.49%	Increased
85	Lazard Asset Management New York	$568M	+$129M	9	0.69%	Increased
86	LSV Asset Management Chicago, Illinois	$564M	-$26.7M	3	1.17%	Reduced
87	Janus Henderson Group London,	$561M	-$112M	17	0.31%	Reduced
88	ClearBridge Investments New York	$559M	-$96M	9	0.44%	Reduced
89	ZP Zimmer Partners New York	$542M	+$311M	5	11.59%	Increased
90	Pacer Advisors Malvern, Pennsylvania	$533M	+$71.5M	12	1.23%	Increased
91	Russell Investments Group London, United Kingdom	$520M	+$27M	23	0.82%	Increased
92	Adage Capital Partners Boston, Massachusetts	$507M	+$82.2M	9	0.96%	Increased
93	GQG Partners Ft. Lauderdale, Florida	$507M	+$277M	2	0.81%	Increased
94	Credit Suisse Zurich, Switzerland	$496M	-$29.8M	21	0.47%	Reduced
95	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$490M	+$31.3M	7	0.59%	Increased
96	Bessemer Group Woodbridge, New Jersey	$482M	+$66.7M	13	0.87%	Increased
97	EdgePoint Investment Group Toronto, Ontario, Canada	$476M	-$105M	1	3.79%	Reduced
98	Duff & Phelps Investment Management Chicago, Illinois	$475M	-$3.06M	9	5.68%	Reduced
99	American Century Companies Kansas City, Missouri	$466M	-$23.8M	18	0.29%	Reduced
100	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$466M	-$8.6M	17	0.59%	Reduced