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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	$907M	+$22.9M	22	0.29%	Increased
77	Castle Hook Partners New York	$890M	+$114M	5	16.67%	Increased
78	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$854M	+$84.5M	8	0.82%	Increased
79	ClearBridge Investments New York	$801M	+$63.9M	11	0.63%	Increased
80	Citigroup New York	$800M	-$41.4M	34	0.46%	Reduced
81	Citadel Advisors Miami, Florida	$785M	-$161M	33	0.15%	Reduced
82	Soroban Capital Partners New York	$778M	-$66.3M	2	10.77%	Reduced
83	BNP Paribas Financial Markets Paris, France	$776M	+$71.9M	23	0.52%	Increased
84	Thrivent Financial for Lutherans Minneapolis, Minnesota	$769M	+$60.2M	17	1.46%	Increased
85	Ensign Peak Advisors Salt Lake City, Utah	$759M	-$19.8M	13	1.34%	Reduced
86	Janus Henderson Group London,	$757M	+$82.6M	20	0.39%	Increased
87	Boston Partners Boston, Massachusetts	$751M	-$172M	8	0.89%	Reduced
88	Select Equity Group New York	$750M	+$311M	5	2.69%	Increased
89	Cohen & Steers New York	$739M	-$68M	8	1.31%	Reduced
90	ALPS Advisors Denver, Colorado	$739M	-$8.98M	14	4.94%	Reduced
91	T. Rowe Price Investment Management Baltimore, Maryland	$734M	+$77.5M	4	0.44%	Increased
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$699M	-$15.4M	23	0.82%	Reduced
93	Marshall Wace London, United Kingdom	$686M	-$94.8M	19	0.84%	Reduced
94	Mitsubishi UFJ Asset Management Tokyo, Japan	$684M	+$46M	12	0.73%	Increased
95	National Bank of Canada Montreal, Quebec, Canada	$675M	+$167M	27	0.77%	Increased
96	VanEck Associates New York	$663M	+$163M	20	0.83%	Increased
97	Hotchkis & Wiley Capital Management Los Angeles, California	$651M	+$150M	2	2.16%	Increased
98	WCM Investment Management Laguna Beach, California	$645M	+$225M	4	1.46%	Increased
99	LPL Financial San Diego, California	$640M	-$11.8M	29	0.29%	Reduced
100	Russell Investments Group London, United Kingdom	$636M	-$40.8M	27	0.92%	Reduced