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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	SII Silchester International Investors London, United Kingdom	$305M	$0	1	22.27%	Maintained
102	D.E. Shaw & Co New York	$304M	+$103M	12	0.37%	Increased
103	W.H. Reaves & Co Jersey City, New Jersey	$304M	+$990K	5	9.35%	Increased
104	Citigroup New York	$301M	-$110M	19	0.24%	Reduced
105	AL AJO LP Philadelphia, Pennsylvania	$301M	-$5.45M	4	1.74%	Reduced
106	Thrivent Financial for Lutherans Minneapolis, Minnesota	$295M	+$16.1M	11	0.91%	Increased
107	Nordea Investment Management Stockholm, Sweden	$292M	-$72.4M	9	0.64%	Reduced
108	Confluence Investment Management St. Louis, Missouri	$291M	+$24.6K	4	4.54%	Increased
109	AKRE Capital Management Middleburg, Virginia	$283M	+$270M	1	2.79%	New
110	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$280M	+$11.7M	7	0.88%	Increased
111	New York State Teachers Retirement System (NYSTRS) Albany, New York	$278M	+$2.14M	8	0.7%	Increased
112	Guardian Capital (Canada) Toronto, Ontario, Canada	$270M	-$7.92M	3	5.41%	Reduced
113	Prudential plc London, England, United Kingdom	$266M	+$60.1M	8	0.78%	Increased
114	VOYA Investment Management Atlanta, Georgia	$262M	-$5.89M	13	0.57%	Reduced
115	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$262M	+$85.6M	1	64.33%	Increased
116	Stifel Financial St. Louis, Missouri	$259M	-$4.08M	13	0.66%	Reduced
117	State of Wisconsin Investment Board Madison, Wisconsin	$259M	-$3.28M	11	0.72%	Reduced
118	Fiera Capital (Canada) Montreal, Quebec, Canada	$251M	+$40.3M	5	0.94%	Increased
119	Abrams Capital Management Boston, Massachusetts	$250M	$0	1	7%	Maintained
120	ACG Anchorage Capital Group New York	$249M	+$24.4M	1	14.29%	Increased
121	PNC Financial Services Group Pittsburgh, Pennsylvania	$248M	-$9.19M	14	0.25%	Reduced
122	Robeco Institutional Asset Management Rotterdam, Netherlands	$246M	-$40.9M	7	0.87%	Reduced
123	Baupost Group Boston, Massachusetts	$245M	$0	1	2.77%	Maintained
124	ClearBridge Investments New York	$235M	-$34.4M	10	0.21%	Reduced
125	London Company of Virginia Richmond, Virginia	$234M	+$1.05M	1	1.93%	Increased