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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	Federated Hermes Pittsburgh, Pennsylvania	$902M	-$42M	20	1.51%	Reduced
102	Squarepoint New York	$890M	+$304M	25	0.95%	Increased
103	Artisan Partners Milwaukee, Wisconsin	$889M	-$212M	8	1.33%	Reduced
104	Point72 Asset Management Stamford, Connecticut	$874M	+$355M	16	0.98%	Increased
105	Atlas Infrastructure Partners London, United Kingdom	$857M	+$214M	3	42.96%	Increased
106	William Blair & Company Chicago, Illinois	$841M	+$82.3M	20	2.26%	Increased
107	Ensign Peak Advisors Salt Lake City, Utah	$833M	-$117M	18	1.47%	Reduced
108	Hotchkis & Wiley Capital Management Los Angeles, California	$828M	+$94M	2	2.47%	Increased
109	SEI Investments Oaks, Pennsylvania	$809M	+$152M	26	0.8%	Increased
110	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$806M	-$58.3M	40	3.08%	Reduced
111	Man Group London, United Kingdom	$795M	+$173M	20	1.35%	Increased
112	Stifel Financial St. Louis, Missouri	$773M	+$27M	32	0.69%	Increased
113	Janus Henderson Group London,	$773M	-$122M	24	0.35%	Reduced
114	Bridgewater Associates Westport, Connecticut	$740M	+$56.1M	19	2.7%	Increased
115	William Blair Investment Management Chicago, Illinois	$739M	-$148M	5	2.06%	Reduced
116	Cohen & Steers New York	$736M	+$39.7M	10	1.33%	Increased
117	T. Rowe Price Investment Management Baltimore, Maryland	$735M	-$376M	9	0.46%	Reduced
118	Korea Investment Corp Seoul, South Korea	$732M	+$86M	12	1.44%	Increased
119	Qube Research & Technologies (QRT) London, United Kingdom	$727M	+$218M	19	0.74%	Increased
120	New York State Common Retirement Fund Albany, New York	$725M	-$37.8M	24	0.97%	Reduced
121	Scotia Capital Toronto, Ontario, Canada	$715M	+$21.3M	12	2.88%	Increased
122	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$713M	+$14.7M	14	1.69%	Increased
123	Renaissance Technologies New York	$697M	-$80.2M	14	1.08%	Reduced
124	Natixis Advisors Boston, Massachusetts	$658M	+$2.69M	15	0.93%	Increased
125	Marshall Wace London, United Kingdom	$649M	+$301M	22	0.59%	Increased