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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	Glenview Capital Management New York	$183M	-$240K	1	1.2%	Reduced
127	PGGM Investments Zeist, Netherlands	$183M	+$44.5M	5	0.95%	Increased
128	BlackRock Japan Tokyo, Japan	$181M	-$5.65M	7	0.81%	Reduced
129	Adage Capital Partners Boston, Massachusetts	$179M	-$58.3M	4	0.49%	Reduced
130	AQR Capital Management Greenwich, Connecticut	$179M	+$9.04M	11	0.54%	Increased
131	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$178M	-$77.6M	2	1.36%	Reduced
132	Citigroup New York	$177M	-$10.6M	22	0.18%	Reduced
133	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$176M	-$76.7M	8	0.83%	Reduced
134	BHG Blue Harbour Group Greenwich, Connecticut	$173M	+$139M	1	9.36%	Increased
135	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$172M	-$6.13M	1	3.15%	Reduced
136	TAM Third Avenue Management New York	$172M	-$41.8M	2	3.33%	Reduced
137	Arrowstreet Capital Boston, Massachusetts	$170M	+$140M	8	1.03%	Increased
138	SG Americas Securities New York	$169M	+$1.4M	13	0.73%	Increased
139	British Columbia Investment Management Victoria, British Columbia, Canada	$165M	-$3.8M	8	1.39%	Reduced
140	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$164M	-$1.51M	4	6.21%	Reduced
141	Davenport & Co Richmond, Virginia	$163M	+$8.82M	5	2.95%	Increased
142	Hennessy Advisors Inc Novato, California	$158M	+$19.3M	5	5.85%	Increased
143	I.G. Investment Management Winnipeg, Manitoba, Canada	$157M	+$19.6M	5	0.56%	Increased
144	STRS Ohio Columbus, Ohio	$156M	+$6.95M	7	0.7%	Increased
145	GAMCO Investors Greenwich, Connecticut	$152M	-$2.21M	3	0.82%	Reduced
146	SCCM Schafer Cullen Capital Management New York	$151M	-$4.7M	6	1.46%	Reduced
147	Renaissance Technologies New York	$150M	+$65.2M	10	0.36%	Increased
148	SA SQ Advisors Naples, Florida	$147M	+$17.6M	1	6.39%	Increased
149	Axa Paris, France	$146M	+$35.1M	10	0.64%	Increased
150	H Hexavest Montreal, Quebec, Canada	$136M	+$59M	9	2.12%	Increased