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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.35B	+$84.6M	14	0.92%	Increased
77	Envestnet Asset Management Chicago, Illinois	$1.33B	+$10.3M	29	0.4%	Increased
78	Arrowstreet Capital Boston, Massachusetts	$1.33B	+$9.34M	11	0.78%	Increased
79	Alkeon Capital Management New York	$1.32B	+$175M	4	2.1%	Increased
80	Fred Alger Management New York	$1.31B	+$227M	6	5.14%	Increased
81	RhumbLine Advisers Boston, Massachusetts	$1.29B	-$32.9M	29	1.04%	Reduced
82	First Manhattan New York	$1.29B	-$19.7M	9	3.38%	Reduced
83	Baird Financial Group Milwaukee, Wisconsin	$1.24B	-$35.4M	20	1.94%	Reduced
84	AKRE Capital Management Middleburg, Virginia	$1.23B	-$90.3M	1	13.51%	Reduced
85	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.23B	-$142M	8	0.91%	Reduced
86	Jane Street New York	$1.2B	+$38.4M	42	0.18%	Increased
87	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.17B	+$335M	24	1.73%	Increased
88	Third Point New York	$1.17B	-$253M	4	16.02%	Reduced
89	VOYA Investment Management Atlanta, Georgia	$1.16B	+$209M	23	1.15%	Increased
90	MP MFN Partners Boston, Massachusetts	$1.12B	$0	1	23.77%	Maintained
91	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.12B	+$397M	37	0.13%	Increased
92	D.E. Shaw & Co New York	$1.11B	+$358M	32	0.61%	Increased
93	Nordea Investment Management Stockholm, Sweden	$1.1B	-$34.3M	12	0.94%	Reduced
94	DZ Bank Frankfurt Am Main, Germany	$1.08B	-$203M	11	0.93%	Reduced
95	ALPS Advisors Denver, Colorado	$1.06B	-$65M	23	6.17%	Reduced
96	Schroder Investment Management Group London, United Kingdom	$1.04B	-$80.4M	11	0.79%	Reduced
97	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.03B	+$256M	19	2.71%	Increased
98	Bank of Nova Scotia Toronto, Ontario, Canada	$949M	-$238M	17	1.4%	Reduced
99	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$934M	-$9.17M	24	0.93%	Reduced
100	Russell Investments Group London, United Kingdom	$923M	-$61M	32	1.01%	Reduced