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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
101	ALPS Advisors Denver, Colorado	$1.17B	+$1.75M	28	5.47%	Increased
102	MP MFN Partners Boston, Massachusetts	$1.15B	$0	1	23.85%	Maintained
103	SG Americas Securities New York	$1.14B	+$525M	30	0.64%	Increased
104	Fred Alger Management New York	$1.14B	+$149M	8	3.79%	Increased
105	TD Waterhouse Canada Toronto, Ontario, Canada	$1.1B	+$30M	35	2.89%	Increased
106	Schroder Investment Management Group London, United Kingdom	$1.1B	-$94.7M	11	0.78%	Reduced
107	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.09B	+$201M	19	1.83%	Increased
108	DZ Bank Frankfurt Am Main, Germany	$1.07B	+$9.48M	13	0.82%	Increased
109	Jane Street New York	$1B	-$361M	37	0.08%	Reduced
110	Stifel Financial St. Louis, Missouri	$999M	+$64.5M	31	0.83%	Increased
111	Two Sigma Investments New York	$951M	-$141M	27	0.69%	Reduced
112	CIBC Bancorp USA Chicago, Illinois	$950M	+$82.6M	24	1.16%	Increased
113	Tiger Global Management New York	$937M	-$179M	1	3.91%	Reduced
114	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$930M	+$281M	11	1.31%	Increased
115	Cohen & Steers New York	$929M	+$123M	11	1.47%	Increased
116	SEI Investments Oaks, Pennsylvania	$926M	-$99.4M	28	0.82%	Reduced
117	D.E. Shaw & Co New York	$921M	+$165M	29	0.44%	Increased
118	Hotchkis & Wiley Capital Management Los Angeles, California	$919M	-$64.5M	2	2.68%	Reduced
119	Susquehanna International Group Bala Cynwyd, Pennsylvania	$909M	+$5.8M	43	0.07%	Increased
120	Natixis Advisors Boston, Massachusetts	$907M	+$54.4M	15	1.02%	Increased
121	Ensign Peak Advisors Salt Lake City, Utah	$893M	-$71.9M	18	1.47%	Reduced
122	Tidal Investments Milwaukee, Wisconsin	$878M	+$236M	30	1.52%	Increased
123	Rockefeller Capital Management New York	$874M	+$76.9M	36	1.34%	Increased
124	Point72 Asset Management Stamford, Connecticut	$853M	+$247M	17	0.94%	Increased
125	New York State Common Retirement Fund Albany, New York	$847M	-$14.4M	26	1.07%	Reduced