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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	Barclays London, United Kingdom	$186M	-$72M	16	0.24%	Reduced
127	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$181M	+$62.5M	8	0.47%	Increased
128	State of Tennessee, Department of Treasury Nashville, Tennessee	$181M	+$26.2M	9	0.92%	Increased
129	T TOBAM Paris, France	$179M	-$13.5M	5	7.15%	Reduced
130	Bank of Nova Scotia Toronto, Ontario, Canada	$177M	-$24.7M	9	1.04%	Reduced
131	Hennessy Advisors Inc Novato, California	$172M	+$6.02M	4	5.22%	Increased
132	W.H. Reaves & Co Jersey City, New Jersey	$171M	-$30.7M	5	5.97%	Reduced
133	Panagora Asset Management Boston, Massachusetts	$171M	-$1.02M	9	0.85%	Reduced
134	Markel Group Glen Allen, Virginia	$168M	-$1.54M	1	4.43%	Reduced
135	Sentry Investments Toronto, Ontario, Canada	$168M	-$4.4M	1	1.57%	Reduced
136	Analytic Investors Los Angeles, California	$166M	-$10.8M	5	1.96%	Reduced
137	Axa Paris, France	$166M	-$4.04M	9	0.74%	Reduced
138	Manning & Napier Advisors Fairport, New York	$165M	-$20.2M	1	1%	Reduced
139	Chevy Chase Trust Bethesda, Maryland	$164M	+$6.62M	7	0.91%	Increased
140	Acadian Asset Management Boston, Massachusetts	$163M	+$25.8M	9	0.83%	Increased
141	Eaton Vance Management Boston, Massachusetts	$161M	+$9.21M	8	0.47%	Increased
142	BRIM Broad Run Investment Management Arlington, Virginia	$156M	-$1.6M	1	7.5%	Reduced
143	Macquarie Group Sydney, NSW 2000, Australia	$156M	+$8.5M	7	0.31%	Increased
144	Amundi Asset Management US Boston, Massachusetts	$154M	-$30.8M	4	0.56%	Reduced
145	TAM Third Avenue Management New York	$152M	-$7.47M	1	6.75%	Reduced
146	Highbridge Capital Management New York	$149M	+$89.5M	8	2.43%	Increased
147	Los Angeles Capital Management Los Angeles, California	$149M	+$23.1M	9	1.26%	Increased
148	Aberdeen Asset Management Aberdeen, United Kingdom	$145M	+$3.79M	8	0.54%	Increased
149	GAMCO Investors Greenwich, Connecticut	$144M	-$6.57M	3	0.95%	Reduced
150	CI Investments Inc Toronto, Ontario, Canada	$143M	+$61.8M	3	1.63%	Increased