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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
126	ARC Absolute Return Capital Boston, Massachusetts	$177M	+$183M	6	2.28%	New
127	Perkins Investment Management Chicago, Illinois	$175M	+$168M	2	1.18%	New
128	SCM Shapiro Capital Management Atlanta, Georgia	$170M	+$161M	1	5.3%	New
129	Boston Partners Boston, Massachusetts	$167M	+$165M	4	0.46%	New
130	Gabelli Funds Rye, New York	$167M	+$168M	12	1.01%	New
131	Glenview Capital Management New York	$166M	+$157M	1	1.52%	New
132	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$165M	+$168M	10	1.29%	New
133	ING Group Amsterdam, Netherlands	$164M	+$174M	5	0.87%	New
134	Winton Capital Management London, United Kingdom	$157M	+$163M	7	1.9%	New
135	SG Americas Securities New York	$150M	+$154M	9	0.73%	New
136	Anchor Capital Advisors Boston, Massachusetts	$142M	+$138M	6	3.04%	New
137	AQR Capital Management Greenwich, Connecticut	$135M	+$138M	9	0.48%	New
138	CIBC Asset Management Toronto, Ontario, Canada	$133M	+$135M	10	0.91%	New
139	SCCM Schafer Cullen Capital Management New York	$132M	+$135M	6	1.57%	New
140	Acadian Asset Management Boston, Massachusetts	$131M	+$135M	6	0.92%	New
141	William Blair & Company Chicago, Illinois	$130M	+$132M	8	0.26%	New
142	Jennison Associates New York	$130M	+$134M	3	0.15%	New
143	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$127M	+$129M	9	0.94%	New
144	STRS Ohio Columbus, Ohio	$123M	+$126M	4	0.53%	New
145	I.G. Investment Management Winnipeg, Manitoba, Canada	$122M	+$123M	4	0.49%	New
146	PHAM Pacific Heights Asset Management San Francisco, California	$121M	+$121M	2	2.93%	New
147	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$120M	+$123M	4	4.76%	New
148	GC Greenlight Capital New York	$120M	+$114M	1	2.25%	New
149	abrdn Investment Management Edinburgh, United Kingdom	$118M	+$122M	7	0.75%	New
150	Davenport & Co Richmond, Virginia	$118M	+$120M	5	2.59%	New