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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	Barclays London, United Kingdom	$320M	-$17.3M	18	0.22%	Reduced
102	AllianceBernstein Nashville, Tennessee	$308M	-$373K	15	0.2%	Reduced
103	HP Hound Partners New York	$307M	+$297M	1	7.13%	New
104	Amundi Asset Management US Boston, Massachusetts	$306M	+$39.2M	11	0.4%	Increased
105	First Trust Advisors Wheaton, Illinois	$303M	+$17.6M	11	0.56%	Increased
106	SCM Scopia Capital Management New York	$300M	+$84.5M	1	5.78%	Increased
107	Jennison Associates New York	$287M	-$45.3M	5	0.26%	Reduced
108	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$285M	+$269M	5	1.77%	Increased
109	ZP Zimmer Partners New York	$281M	+$105M	6	3.72%	Increased
110	HSBC Holdings London, United Kingdom	$278M	+$76.9M	12	0.45%	Increased
111	UBS Group Zurich, Switzerland	$274M	-$12.4M	25	0.11%	Reduced
112	State of Wisconsin Investment Board Madison, Wisconsin	$271M	-$15.3M	12	0.75%	Reduced
113	New York State Teachers Retirement System (NYSTRS) Albany, New York	$266M	-$4.31M	9	0.62%	Reduced
114	Viking Global Investors Stamford, Connecticut	$264M	+$255M	1	1.46%	New
115	State Board of Administration of Florida Retirement System Tallahassee, Florida	$263M	-$110K	11	0.67%	Reduced
116	Sculptor Capital New York	$262M	+$4.52M	2	1.43%	Increased
117	Guardian Capital (Canada) Toronto, Ontario, Canada	$258M	+$43.6M	3	4.33%	Increased
118	W.H. Reaves & Co Jersey City, New Jersey	$253M	-$6.99M	4	8.26%	Reduced
119	Markel Group Glen Allen, Virginia	$252M	+$1.91M	1	4.25%	Increased
120	BRIM Broad Run Investment Management Arlington, Virginia	$248M	+$2.97M	1	9.22%	Increased
121	OppenheimerFunds New York	$248M	-$83.9M	9	0.29%	Reduced
122	CP Centerbridge Partners New York	$246M	$0	1	15.84%	Maintained
123	Balyasny Asset Management Chicago, Illinois	$235M	+$51.1M	7	1.07%	Increased
124	PNC Financial Services Group Pittsburgh, Pennsylvania	$235M	-$11.3M	14	0.22%	Reduced
125	SCA Southpoint Capital Advisors New York	$234M	+$4.12M	1	9.05%	Increased