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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	Envestnet Asset Management Chicago, Illinois	$716M	+$60.6M	20	0.25%	Increased
77	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$713M	-$228M	11	1.7%	Reduced
78	Blackstone Inc New York	$709M	-$138M	1	2.96%	Reduced
79	Citigroup New York	$708M	+$203M	31	0.45%	Increased
80	Cohen & Steers New York	$695M	-$134M	7	1.46%	Reduced
81	Soroban Capital Partners New York	$678M	+$244M	3	9.97%	Increased
82	W.H. Reaves & Co Jersey City, New Jersey	$663M	+$45M	8	22.4%	Increased
83	CIBC World Market Toronto, Ontario, Canada	$660M	-$16.5M	17	1.52%	Reduced
84	Ensign Peak Advisors Salt Lake City, Utah	$648M	-$76.5M	13	1.18%	Reduced
85	Point72 Asset Management Stamford, Connecticut	$626M	-$325M	13	1.64%	Reduced
86	Jane Street New York	$606M	+$335M	32	0.14%	Increased
87	Marshall Wace London, United Kingdom	$603M	+$456M	16	0.81%	Increased
88	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$603M	+$72.4M	8	0.69%	Increased
89	ECP Electron Capital Partners New York	$584M	+$109M	5	30.05%	Increased
90	William Blair Investment Management Chicago, Illinois	$582M	+$10.3M	3	1.53%	Increased
91	T. Rowe Price Investment Management Baltimore, Maryland	$577M	-$13.1M	4	0.36%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$576M	+$73.7M	21	0.71%	Increased
93	Jacobs Levy Equity Management Florham Park, New Jersey	$566M	+$204M	9	2.34%	Increased
94	ClearBridge Investments New York	$562M	-$46.8M	11	0.46%	Reduced
95	Thrivent Financial for Lutherans Minneapolis, Minnesota	$560M	+$97.9M	12	1.13%	Increased
96	Russell Investments Group London, United Kingdom	$557M	-$3.25M	24	0.9%	Reduced
97	BNP Paribas Financial Markets Paris, France	$552M	+$185M	21	0.45%	Increased
98	LPL Financial San Diego, California	$549M	+$76.5M	27	0.27%	Increased
99	Castle Hook Partners New York	$546M	+$52M	5	12.85%	Increased
100	Orbis Allan Gray Hamilton, Bermuda	$527M	-$123M	2	3.28%	Reduced