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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	DZ Bank Frankfurt Am Main, Germany	$1.3B	-$812M	12	1.14%	Reduced
77	Arrowstreet Capital Boston, Massachusetts	$1.29B	-$104M	10	0.82%	Reduced
78	First Manhattan New York	$1.29B	-$20.7M	8	3.4%	Reduced
79	MP MFN Partners Boston, Massachusetts	$1.28B	$0	1	25.77%	Maintained
80	Castle Hook Partners New York	$1.26B	+$454M	3	6.36%	Increased
81	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.25B	+$48.3M	14	0.9%	Increased
82	Baird Financial Group Milwaukee, Wisconsin	$1.24B	+$46.5M	21	1.99%	Increased
83	Alkeon Capital Management New York	$1.21B	+$190M	4	1.78%	Increased
84	BNP Paribas Financial Markets Paris, France	$1.18B	+$217M	32	0.63%	Increased
85	Fred Alger Management New York	$1.18B	-$288M	6	4.58%	Reduced
86	Bank of Nova Scotia Toronto, Ontario, Canada	$1.18B	-$13.4M	14	2.08%	Reduced
87	Millennium Management New York	$1.16B	-$687M	32	0.5%	Reduced
88	ALPS Advisors Denver, Colorado	$1.15B	-$93M	21	6.38%	Reduced
89	T. Rowe Price Investment Management Baltimore, Maryland	$1.13B	-$189M	7	0.69%	Reduced
90	Schroder Investment Management Group London, United Kingdom	$1.11B	-$1.46M	12	0.87%	Reduced
91	Artisan Partners Milwaukee, Wisconsin	$1.11B	-$170M	5	1.58%	Reduced
92	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.1B	-$2.06M	3	6.06%	Reduced
93	Citadel Advisors Miami, Florida	$1.08B	-$283M	34	0.16%	Reduced
94	Nordea Investment Management Stockholm, Sweden	$1.07B	+$251M	10	0.94%	Increased
95	CIBC World Market Toronto, Ontario, Canada	$998M	+$36.2M	22	1.79%	Increased
96	Russell Investments Group London, United Kingdom	$996M	+$104M	32	1.13%	Increased
97	Janus Henderson Group London,	$994M	-$109M	23	0.45%	Reduced
98	Federated Hermes Pittsburgh, Pennsylvania	$977M	+$19.7M	19	1.72%	Increased
99	Ensign Peak Advisors Salt Lake City, Utah	$973M	-$33.2M	18	1.6%	Reduced
100	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$954M	+$6.31M	24	0.98%	Increased