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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$296M	+$10.7M	10	1.05%	Increased
102	HCMT Highland Capital Management (Texas) Dallas, Texas	$283M	-$3.01M	1	12.49%	Reduced
103	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$283M	+$34.8M	8	0.65%	Increased
104	Two Sigma Advisers New York	$280M	+$39.4M	12	0.79%	Increased
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$278M	+$2.76M	11	0.76%	Increased
106	PNC Financial Services Group Pittsburgh, Pennsylvania	$272M	+$191K	14	0.28%	Increased
107	CP Centerbridge Partners New York	$266M	$0	1	30.99%	Maintained
108	Lord, Abbett & Co Jersey City, New Jersey	$263M	+$54.4M	8	0.77%	Increased
109	Bank of Nova Scotia Toronto, Ontario, Canada	$261M	-$48.6M	12	1.52%	Reduced
110	H Hexavest Montreal, Quebec, Canada	$259M	+$23.9M	9	3.17%	Increased
111	OMERS Administration Corp Toronto, Ontario, Canada	$258M	+$29M	4	2.85%	Increased
112	HSBC Holdings London, United Kingdom	$253M	+$48.8M	13	0.41%	Increased
113	Partners Value Investments Hamilton, Bermuda	$252M	$0	1	37.41%	Maintained
114	Sentry Investments Toronto, Ontario, Canada	$251M	-$305K	2	2.54%	Reduced
115	Burgundy Asset Management Toronto, Ontario, Canada	$250M	-$79M	1	2.36%	Reduced
116	Citigroup New York	$250M	-$7.83M	21	0.2%	Reduced
117	Davenport & Co Richmond, Virginia	$249M	-$1.65M	4	3.15%	Reduced
118	Two Sigma Investments New York	$243M	-$76.6M	11	0.86%	Reduced
119	Barclays London, United Kingdom	$237M	-$23.8M	17	0.24%	Reduced
120	Fiera Capital (Canada) Montreal, Quebec, Canada	$235M	-$4.87M	6	1.12%	Reduced
121	Guardian Capital (Canada) Toronto, Ontario, Canada	$232M	-$8.33M	5	3.43%	Reduced
122	D.E. Shaw & Co New York	$226M	+$49.8M	9	0.35%	Increased
123	Markel Group Glen Allen, Virginia	$224M	+$2.95M	1	4.47%	Increased
124	BNP Paribas Financial Markets Paris, France	$221M	-$84.1M	14	0.54%	Reduced
125	BRIM Broad Run Investment Management Arlington, Virginia	$220M	-$36.9K	1	7.37%	Reduced