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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	Raymond James & Associates St Petersburg, Florida	$354M	-$14.3M	17	0.39%	Reduced
102	AllianceBernstein Nashville, Tennessee	$352M	-$70.2M	15	0.17%	Reduced
103	SII Silchester International Investors London, United Kingdom	$345M	$0	1	23.58%	Maintained
104	SSP Sixth Street Partners Dallas, Texas	$345M	+$54.1M	1	44.28%	Increased
105	Energy Income Partners Westport, Connecticut	$321M	-$18.4M	3	9.17%	Reduced
106	Citigroup New York	$318M	+$52.5M	19	0.19%	Increased
107	Guardian Capital (Canada) Toronto, Ontario, Canada	$309M	+$20M	3	7.2%	Increased
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$307M	+$7.49M	12	0.62%	Increased
109	Abrams Capital Management Boston, Massachusetts	$289M	-$20.4M	1	8.15%	Reduced
110	Epoch Investment Partners New York	$287M	-$8.94M	3	1.32%	Reduced
111	Scotia Capital Toronto, Ontario, Canada	$283M	+$2.34M	6	2.6%	Increased
112	Hotchkis & Wiley Capital Management Los Angeles, California	$281M	-$8.21M	3	0.98%	Reduced
113	British Columbia Investment Management Victoria, British Columbia, Canada	$280M	-$4.12M	10	1.96%	Reduced
114	HSBC Holdings London, United Kingdom	$280M	+$62.6M	13	0.37%	Increased
115	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$277M	+$34.8M	11	0.41%	Increased
116	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$274M	+$34.7M	5	0.62%	Increased
117	Cohen & Steers New York	$270M	+$18.2M	4	0.65%	Increased
118	Stifel Financial St. Louis, Missouri	$264M	-$4.85M	15	0.47%	Reduced
119	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$258M	-$58M	4	0.89%	Reduced
120	AQR Capital Management Greenwich, Connecticut	$256M	-$35.1M	10	0.45%	Reduced
121	Davidson Kempner Capital Management New York	$255M	$0	1	2.99%	Maintained
122	Confluence Investment Management St. Louis, Missouri	$255M	-$6.89M	4	3.79%	Reduced
123	Cooke & Bieler Philadelphia, Pennsylvania	$247M	+$20.2M	2	2.7%	Increased
124	New York State Teachers Retirement System (NYSTRS) Albany, New York	$244M	-$9.53M	8	0.53%	Reduced
125	State of Wisconsin Investment Board Madison, Wisconsin	$243M	+$508K	11	0.56%	Increased