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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	Boston Partners Boston, Massachusetts	$714M	-$103M	6	0.87%	Reduced
102	Bridgewater Associates Westport, Connecticut	$713M	+$73.4M	19	3.27%	Increased
103	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$713M	$0	1	22.89%	Maintained
104	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$701M	-$5.37M	24	0.82%	Reduced
105	WCM Investment Management Laguna Beach, California	$694M	-$149M	4	1.63%	Reduced
106	Eagle Capital Management (New York) New York	$681M	-$658M	1	2.48%	Reduced
107	Assenagon Asset Management Senningerberg, Luxembourg	$681M	+$437M	12	1.1%	Increased
108	Castle Hook Partners New York	$680M	-$333M	3	8.41%	Reduced
109	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$668M	+$136M	9	1.57%	Increased
110	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$662M	+$29.3M	19	1.05%	Increased
111	Hotchkis & Wiley Capital Management Los Angeles, California	$661M	+$40M	2	2.2%	Increased
112	ClearBridge Investments New York	$650M	-$229M	12	0.53%	Reduced
113	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$642M	-$11.9M	33	3.27%	Reduced
114	Jane Street New York	$638M	+$325M	35	0.14%	Increased
115	Thrivent Financial for Lutherans Minneapolis, Minnesota	$634M	-$180M	17	1.23%	Reduced
116	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$629M	+$66.4M	12	2.85%	Increased
117	Baird Financial Group Milwaukee, Wisconsin	$621M	+$28.3M	17	1.19%	Increased
118	AGF Management Toronto, Ontario, Canada	$612M	+$81M	10	3.04%	Increased
119	Select Equity Group New York	$607M	-$204M	5	2.41%	Reduced
120	MP MFN Partners Boston, Massachusetts	$604M	$0	1	11.9%	Maintained
121	Davenport & Co Richmond, Virginia	$589M	-$583K	14	3.33%	Reduced
122	Brown Advisory Baltimore, Maryland	$571M	+$32.6M	14	0.72%	Increased
123	Adage Capital Partners Boston, Massachusetts	$560M	+$18.7M	11	0.98%	Increased
124	CI Investments Inc Toronto, Ontario, Canada	$555M	-$71.5M	16	2.09%	Reduced
125	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$552M	+$80.4K	13	3.43%	Increased