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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	Epoch Investment Partners New York	$300M	-$3.96M	3	1.49%	Reduced
102	Pentwater Capital Management Naples, Florida	$296M	-$10.8M	1	3.83%	Reduced
103	Baupost Group Boston, Massachusetts	$288M	+$240M	1	3.11%	Increased
104	Markel Group Glen Allen, Virginia	$288M	$0	1	4.88%	Maintained
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$284M	+$2.8M	12	0.65%	Increased
106	AQR Capital Management Greenwich, Connecticut	$278M	-$174M	9	0.47%	Reduced
107	EdgePoint Investment Group Toronto, Ontario, Canada	$277M	+$197M	1	3.08%	Increased
108	ECP ControlCo Summit, New Jersey	$273M	+$275M	1	20.85%	New
109	Two Sigma Advisers New York	$272M	-$31.4M	10	0.78%	Reduced
110	Cohen & Steers New York	$251M	+$47M	3	0.67%	Increased
111	OMERS Administration Corp Toronto, Ontario, Canada	$245M	+$7.42M	2	5.18%	Increased
112	Davidson Kempner Capital Management New York	$245M	+$72.8M	1	3.48%	Increased
113	SII Silchester International Investors London, United Kingdom	$245M	$0	1	20.56%	Maintained
114	New York State Teachers Retirement System (NYSTRS) Albany, New York	$240M	-$6.78M	8	0.58%	Reduced
115	Stifel Financial St. Louis, Missouri	$240M	-$4.06M	13	0.49%	Reduced
116	Citigroup New York	$237M	-$64M	18	0.15%	Reduced
117	Confluence Investment Management St. Louis, Missouri	$235M	-$5.29M	4	3.83%	Reduced
118	Abrams Capital Management Boston, Massachusetts	$235M	$0	1	7.42%	Maintained
119	Korea Investment Corp Seoul, South Korea	$233M	+$1.01M	9	0.82%	Increased
120	British Columbia Investment Management Victoria, British Columbia, Canada	$233M	+$26.8M	10	1.91%	Increased
121	London Company of Virginia Richmond, Virginia	$230M	+$981K	1	1.64%	Increased
122	BNP Paribas Financial Markets Paris, France	$228M	+$160M	16	0.33%	Increased
123	Guardian Capital (Canada) Toronto, Ontario, Canada	$227M	-$15.4M	3	5.96%	Reduced
124	Scotia Capital Toronto, Ontario, Canada	$226M	-$19.1M	6	2.45%	Reduced
125	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$225M	-$19.2M	10	0.42%	Reduced