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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	AQR Capital Management Greenwich, Connecticut	$254M	+$59M	12	0.68%	Increased
102	Select Equity Group New York	$254M	-$13.4M	1	2.59%	Reduced
103	RhumbLine Advisers Boston, Massachusetts	$252M	-$6.14M	10	0.74%	Reduced
104	Boston Partners Boston, Massachusetts	$249M	+$25.5M	4	0.42%	Increased
105	Energy Income Partners Westport, Connecticut	$246M	+$23.3M	3	4.38%	Increased
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$237M	-$3.8M	9	0.75%	Reduced
107	Beck Mack & Oliver New York	$234M	-$5.59M	5	5.26%	Reduced
108	Epoch Investment Partners New York	$230M	-$6.38M	3	0.9%	Reduced
109	MTB Mizuho Trust & Banking Tokyo, Japan	$229M	-$4.17M	9	0.82%	Reduced
110	BHG Blue Harbour Group Greenwich, Connecticut	$228M	+$60.3M	1	8.84%	Increased
111	CIBC Asset Management Toronto, Ontario, Canada	$227M	-$440K	10	1.29%	Reduced
112	Barclays London, United Kingdom	$225M	-$13.8M	18	0.24%	Reduced
113	Arrowstreet Capital Boston, Massachusetts	$223M	+$38.4M	8	1.15%	Increased
114	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$223M	+$983K	11	1.34%	Increased
115	Citigroup New York	$219M	+$31M	22	0.21%	Increased
116	HSBC Holdings London, United Kingdom	$217M	-$10.6M	11	0.47%	Reduced
117	William Blair & Company Chicago, Illinois	$216M	+$75.7M	8	0.35%	Increased
118	Horizon Kinetics New York	$215M	-$4.52M	2	2.68%	Reduced
119	Hennessy Advisors Inc Novato, California	$214M	+$45.8M	5	6.62%	Increased
120	Thornburg Investment Management Santa Fe, New Mexico	$213M	-$19.4M	2	0.85%	Reduced
121	Guardian Capital (Canada) Toronto, Ontario, Canada	$211M	-$48.1M	3	3.05%	Reduced
122	Gabelli Funds Rye, New York	$209M	-$1.54M	12	1.03%	Reduced
123	SC Stralem & Co New York	$208M	-$21.9M	2	7.08%	Reduced
124	AGF Investments Inc Toronto, Ontario, Canada	$198M	-$5.64M	4	1.94%	Reduced
125	Cohen & Steers New York	$195M	-$5.52M	3	0.56%	Reduced