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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	Soroban Capital Partners New York	$922M	+$121M	3	13.01%	Increased
77	Neuberger Berman Group New York	$903M	-$118M	20	0.76%	Reduced
78	CIBC World Market Toronto, Ontario, Canada	$884M	+$42.4M	20	1.89%	Increased
79	American Century Companies Kansas City, Missouri	$876M	-$119M	20	0.54%	Reduced
80	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$873M	-$140M	3	5.47%	Reduced
81	Bank of Nova Scotia Toronto, Ontario, Canada	$859M	+$42.2M	16	1.93%	Increased
82	Point72 Asset Management Stamford, Connecticut	$836M	+$61.7M	7	1.91%	Increased
83	ClearBridge Investments (Australia) Sydney, Australia	$833M	-$186M	4	21.63%	Reduced
84	Mitsubishi UFJ Asset Management Tokyo, Japan	$824M	+$96.2M	14	0.76%	Increased
85	Cohen & Steers New York	$808M	+$95.7M	9	1.49%	Increased
86	LPL Financial San Diego, California	$799M	+$109M	32	0.31%	Increased
87	Federated Hermes Pittsburgh, Pennsylvania	$782M	-$67.4M	15	1.69%	Reduced
88	Renaissance Technologies New York	$764M	+$307M	23	1.16%	Increased
89	Susquehanna International Group Bala Cynwyd, Pennsylvania	$760M	+$326M	38	0.13%	Increased
90	Lone Pine Capital Greenwich, Connecticut	$758M	-$500M	2	6.55%	Reduced
91	Bridgewater Associates Westport, Connecticut	$757M	+$154M	19	3.51%	Increased
92	Jane Street New York	$756M	+$232M	33	0.19%	Increased
93	Ensign Peak Advisors Salt Lake City, Utah	$753M	+$11.5M	17	1.44%	Increased
94	T. Rowe Price Investment Management Baltimore, Maryland	$747M	+$83.1M	4	0.49%	Increased
95	Janus Henderson Group London,	$738M	+$18.7M	23	0.4%	Increased
96	Hotchkis & Wiley Capital Management Los Angeles, California	$728M	+$86M	2	2.43%	Increased
97	ClearBridge Investments New York	$706M	+$121M	12	0.62%	Increased
98	VOYA Investment Management Atlanta, Georgia	$679M	-$5.34M	21	0.76%	Reduced
99	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$675M	+$1.4M	24	0.83%	Increased
100	Russell Investments Group London, United Kingdom	$668M	-$111M	26	0.92%	Reduced