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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	Robeco Institutional Asset Management Rotterdam, Netherlands	$198M	+$4.18M	7	1.59%	Increased
127	W.H. Reaves & Co Jersey City, New Jersey	$195M	+$22.3M	5	6.97%	Increased
128	Amundi Asset Management US Boston, Massachusetts	$188M	+$15.3M	4	0.7%	Increased
129	T TOBAM Paris, France	$184M	-$44.6M	5	7.25%	Reduced
130	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$180M	-$41.7M	6	2.37%	Reduced
131	Sentry Investments Toronto, Ontario, Canada	$178M	+$3.39M	1	2.16%	Increased
132	Markel Group Glen Allen, Virginia	$176M	+$160K	1	4.71%	Increased
133	Analytic Investors Los Angeles, California	$169M	+$4.2M	5	2.06%	Increased
134	Axa Paris, France	$166M	+$43.8M	10	0.74%	Increased
135	TAM Third Avenue Management New York	$165M	+$12.7M	1	6.34%	Increased
136	Panagora Asset Management Boston, Massachusetts	$165M	+$12.8M	9	0.82%	Increased
137	BRIM Broad Run Investment Management Arlington, Virginia	$163M	+$2.82K	1	8.15%	Increased
138	Hennessy Advisors Inc Novato, California	$160M	-$8.05M	4	4.85%	Reduced
139	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$159M	-$6.09M	1	5.94%	Reduced
140	Lord, Abbett & Co Jersey City, New Jersey	$157M	+$19.4M	4	0.49%	Increased
141	Artisan Partners Milwaukee, Wisconsin	$157M	-$6.11M	1	0.33%	Reduced
142	Chevy Chase Trust Bethesda, Maryland	$152M	+$3.56M	7	0.87%	Increased
143	State of Tennessee, Department of Treasury Nashville, Tennessee	$152M	+$7.39M	9	0.88%	Increased
144	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$149M	-$33M	11	0.61%	Reduced
145	RCM Riverhead Capital Management Wilmington, Delaware	$148M	-$7.37M	10	2.08%	Reduced
146	ACI AMP Capital Investors Sydney, Australia	$147M	+$1.73M	9	0.98%	Increased
147	Eaton Vance Management Boston, Massachusetts	$142M	-$5.64M	7	0.44%	Reduced
148	Macquarie Group Sydney, NSW 2000, Australia	$140M	-$1.3M	7	0.28%	Reduced
149	Aberdeen Asset Management Aberdeen, United Kingdom	$137M	-$14M	8	0.5%	Reduced
150	GAMCO Investors Greenwich, Connecticut	$136M	-$8.71M	3	0.89%	Reduced