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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	Fred Alger Management New York	$1.21B	+$390M	5	5.41%	Increased
77	Envestnet Asset Management Chicago, Illinois	$1.2B	-$7.25M	28	0.35%	Reduced
78	Jane Street New York	$1.2B	-$6.4M	29	0.24%	Reduced
79	AKRE Capital Management Middleburg, Virginia	$1.19B	+$6.96M	1	11.64%	Increased
80	First Manhattan New York	$1.17B	-$573K	9	3.32%	Reduced
81	LPL Financial San Diego, California	$1.14B	+$103M	36	0.38%	Increased
82	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.12B	+$72M	14	0.9%	Increased
83	Soroban Capital Partners New York	$1.12B	+$121M	3	10.88%	Increased
84	T. Rowe Price Investment Management Baltimore, Maryland	$1.11B	+$9.14M	3	0.7%	Increased
85	Artisan Partners Milwaukee, Wisconsin	$1.11B	+$280M	4	1.62%	Increased
86	CIBC World Market Toronto, Ontario, Canada	$1.1B	-$38.8M	24	2.18%	Reduced
87	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.1B	-$154M	29	0.98%	Reduced
88	Bank of Nova Scotia Toronto, Ontario, Canada	$1.08B	+$1.36M	14	2.21%	Increased
89	Janus Henderson Group London,	$1.04B	-$62.4M	23	0.51%	Reduced
90	ClearBridge Investments New York	$1.03B	+$117M	12	0.83%	Increased
91	William Blair Investment Management Chicago, Illinois	$1.03B	+$112M	6	2.72%	Increased
92	Baird Financial Group Milwaukee, Wisconsin	$1.02B	-$43.7M	22	1.78%	Reduced
93	Schroder Investment Management Group London, United Kingdom	$1B	+$136M	11	0.85%	Increased
94	Renaissance Technologies New York	$1B	-$83.8M	19	1.33%	Reduced
95	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1,000M	-$21.6M	3	5.71%	Reduced
96	Alkeon Capital Management New York	$934M	+$311M	4	1.56%	Increased
97	Ensign Peak Advisors Salt Lake City, Utah	$931M	+$20.6M	18	1.59%	Increased
98	D.E. Shaw & Co New York	$882M	-$891M	27	0.63%	Reduced
99	Federated Hermes Pittsburgh, Pennsylvania	$874M	-$114M	17	1.65%	Reduced
100	MP MFN Partners Boston, Massachusetts	$872M	$0	1	18.67%	Maintained