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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	Pzena Investment Management New York	$239M	-$10.3M	1	1.37%	Reduced
102	State of Wisconsin Investment Board Madison, Wisconsin	$236M	+$9.67M	11	0.9%	Increased
103	First Trust Advisors Wheaton, Illinois	$235M	+$16M	9	1.03%	Increased
104	Beck Mack & Oliver New York	$232M	-$112K	5	5.42%	Reduced
105	Epoch Investment Partners New York	$231M	-$92.6M	3	0.93%	Reduced
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$229M	-$19.4M	10	0.75%	Reduced
107	Barclays London, United Kingdom	$226M	-$34.5M	17	0.26%	Reduced
108	SC Stralem & Co New York	$226M	-$10.7M	2	7.13%	Reduced
109	MTB Mizuho Trust & Banking Tokyo, Japan	$223M	-$9.4M	9	0.84%	Reduced
110	Perkins Investment Management Chicago, Illinois	$222M	-$769K	2	1.7%	Reduced
111	Boston Partners Boston, Massachusetts	$218M	-$2.86M	3	0.4%	Reduced
112	Energy Income Partners Westport, Connecticut	$217M	+$9.41M	3	5.06%	Increased
113	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$216M	+$23.2M	11	1.38%	Increased
114	LM Luminus Management Houston, Texas	$215M	-$13.3M	5	13.04%	Reduced
115	CIBC Asset Management Toronto, Ontario, Canada	$215M	-$3.28M	12	1.27%	Reduced
116	HSBC Holdings London, United Kingdom	$215M	+$34.2M	11	0.51%	Increased
117	Thornburg Investment Management Santa Fe, New Mexico	$214M	-$41.9M	2	0.84%	Reduced
118	AGF Investments Inc Toronto, Ontario, Canada	$210M	+$10.6M	4	2.14%	Increased
119	Gabelli Funds Rye, New York	$205M	+$459K	12	1.06%	Increased
120	Horizon Kinetics New York	$204M	-$22.5M	2	2.55%	Reduced
121	Lord, Abbett & Co Jersey City, New Jersey	$196M	-$73.4M	5	0.45%	Reduced
122	Cohen & Steers New York	$193M	+$3.14M	3	0.58%	Increased
123	Fiera Capital (Canada) Montreal, Quebec, Canada	$192M	-$9.81M	8	1.45%	Reduced
124	ARC Absolute Return Capital Boston, Massachusetts	$189M	+$20.5M	8	2.74%	Increased
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$188M	-$6.25M	8	1.16%	Reduced