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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	Citigroup New York	$465M	-$8.57M	31	0.31%	Reduced
102	APG Asset Management Amsterdam, Netherlands	$461M	+$464K	11	0.81%	Increased
103	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$461M	+$26M	11	3.15%	Increased
104	LPL Financial San Diego, California	$446M	+$13.1M	27	0.24%	Increased
105	Davenport & Co Richmond, Virginia	$439M	-$32M	13	2.69%	Reduced
106	Soroban Capital Partners New York	$438M	+$15.7M	2	6.61%	Increased
107	Thrivent Financial for Lutherans Minneapolis, Minnesota	$433M	-$11.7M	11	0.87%	Reduced
108	National Bank of Canada Montreal, Quebec, Canada	$431M	-$126M	27	0.66%	Reduced
109	Castle Hook Partners New York	$420M	+$252M	5	11.78%	Increased
110	ECP Electron Capital Partners New York	$419M	-$795K	5	18.39%	Reduced
111	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$411M	-$84.4M	7	0.99%	Reduced
112	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$400M	-$279M	18	0.63%	Reduced
113	Prudential Financial Newark, New Jersey	$387M	-$28M	17	0.55%	Reduced
114	New York State Common Retirement Fund Albany, New York	$386M	-$24.4M	18	0.51%	Reduced
115	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$381M	-$7.04M	2	13.51%	Reduced
116	MI MMCAP International Grand Cayman, Cayman Islands	$378M	+$72.9M	8	49.19%	Increased
117	Markel Group Glen Allen, Virginia	$365M	$0	1	3.6%	Maintained
118	Select Equity Group New York	$362M	+$7.82M	4	1.28%	Increased
119	Scotia Capital Toronto, Ontario, Canada	$359M	+$13M	7	2.14%	Increased
120	Newport Trust Company Washington, District of Columbia	$351M	-$6.15M	2	0.95%	Reduced
121	CI Investments Inc Toronto, Ontario, Canada	$346M	+$27.2M	13	1.37%	Increased
122	Mitsubishi UFJ Asset Management Tokyo, Japan	$342M	+$48.3M	11	0.47%	Increased
123	BNP Paribas Financial Markets Paris, France	$340M	+$64.3M	19	0.3%	Increased
124	Magellan Asset Management Sydney, Australia	$326M	+$27.1M	5	3.11%	Increased
125	Driehaus Capital Management Chicago, Illinois	$326M	+$25.8M	5	3.24%	Increased