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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	Bridgewater Associates Westport, Connecticut	$625M	+$184M	18	3.54%	Increased
102	Bessemer Group Woodbridge, New Jersey	$621M	+$36M	17	1.02%	Increased
103	Alkeon Capital Management New York	$619M	-$439M	2	1.06%	Reduced
104	D.E. Shaw & Co New York	$617M	+$118M	22	0.53%	Increased
105	First Trust Advisors Wheaton, Illinois	$616M	+$5.85M	18	0.59%	Increased
106	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$616M	+$63.6M	17	1.09%	Increased
107	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$612M	+$19M	30	3.02%	Increased
108	EdgePoint Investment Group Toronto, Ontario, Canada	$611M	+$9.32M	1	4.82%	Increased
109	Schroder Investment Management Group London, United Kingdom	$610M	+$348M	9	0.63%	Increased
110	ECP Electron Capital Partners New York	$609M	-$120M	4	29.31%	Reduced
111	Victory Capital Management San Antonio, Texas	$608M	-$18.8M	17	0.59%	Reduced
112	William Blair Investment Management Chicago, Illinois	$600M	-$28.5M	3	1.48%	Reduced
113	CI Investments Inc Toronto, Ontario, Canada	$592M	+$20.5M	14	2.25%	Increased
114	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$566M	-$26.4M	12	3.58%	Reduced
115	Atlas Infrastructure Partners London, United Kingdom	$559M	+$254M	2	38.74%	Increased
116	Davenport & Co Richmond, Virginia	$554M	-$3.55M	12	3.14%	Reduced
117	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$553M	+$285M	1	28.02%	Increased
118	Korea Investment Corp Seoul, South Korea	$549M	+$63.7M	10	1.3%	Increased
119	New York State Common Retirement Fund Albany, New York	$547M	-$64.2M	21	0.74%	Reduced
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$546M	-$291M	9	1.25%	Reduced
121	AGF Management Toronto, Ontario, Canada	$544M	+$12.5M	11	2.75%	Increased
122	Jacobs Levy Equity Management Florham Park, New Jersey	$543M	-$149M	7	2.1%	Reduced
123	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$539M	-$265M	12	2.61%	Reduced
124	Duff & Phelps Investment Management Chicago, Illinois	$537M	-$30.9M	9	6.17%	Reduced
125	MP MFN Partners Boston, Massachusetts	$535M	+$423M	1	10.54%	New