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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	SC Stralem & Co New York	$228M	-$478K	2	6.95%	Reduced
102	Thornburg Investment Management Santa Fe, New Mexico	$227M	+$50.5M	2	0.91%	Increased
103	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$226M	-$44.3M	8	1.08%	Reduced
104	Boston Partners Boston, Massachusetts	$224M	+$21.2M	4	0.54%	Increased
105	Teachers Advisors New York	$221M	-$2.08M	11	0.55%	Reduced
106	UBS Zurich, Switzerland	$219M	+$29.5M	22	0.22%	Increased
107	Epoch Investment Partners New York	$215M	-$7.64M	3	0.96%	Reduced
108	Energy Income Partners Westport, Connecticut	$212M	+$812K	2	5.38%	Increased
109	Citigroup New York	$212M	-$32.4M	20	0.2%	Reduced
110	Beck Mack & Oliver New York	$212M	+$7.6M	5	5.57%	Increased
111	State of Wisconsin Investment Board Madison, Wisconsin	$207M	-$14.4M	11	0.86%	Reduced
112	Select Equity Group New York	$206M	+$16.8M	1	2.79%	Increased
113	TAM Third Avenue Management New York	$206M	-$2.55M	1	3.99%	Reduced
114	Capital International Investors Los Angeles, California	$203M	$0	3	0.87%	Maintained
115	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$200M	-$32.5M	12	0.89%	Reduced
116	Millennium Management New York	$195M	-$15.1M	9	0.63%	Reduced
117	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$193M	-$5.78M	1	2.74%	Reduced
118	Glenview Capital Management New York	$186M	$0	1	1.57%	Maintained
119	Fiera Capital (Canada) Montreal, Quebec, Canada	$185M	-$1.91M	3	1.9%	Reduced
120	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$185M	+$9.57M	9	1.34%	Increased
121	Thrivent Financial for Lutherans Minneapolis, Minnesota	$182M	+$80.7M	9	1.15%	Increased
122	AGF Investments Inc Toronto, Ontario, Canada	$176M	-$23.1M	2	1.99%	Reduced
123	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$176M	+$9.96M	10	1.09%	Increased
124	Gabelli Funds Rye, New York	$175M	-$7.59M	12	1%	Reduced
125	BlackRock Japan Tokyo, Japan	$175M	-$2.67M	7	0.83%	Reduced