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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	LC LNZ Capital New York	$195M	+$112M	3	19.93%	Increased
127	Bank of Nova Scotia Toronto, Ontario, Canada	$192M	+$7.44M	9	1.09%	Increased
128	Sentry Investments Toronto, Ontario, Canada	$191M	+$12.2M	1	1.61%	Increased
129	W.H. Reaves & Co Jersey City, New Jersey	$191M	+$28.8M	4	7%	Increased
130	Balyasny Asset Management Chicago, Illinois	$187M	+$70.6M	7	1.08%	Increased
131	Barclays London, United Kingdom	$186M	+$9.46M	16	0.21%	Increased
132	Markel Group Glen Allen, Virginia	$180M	+$1.03M	1	4.64%	Increased
133	Cohen & Steers New York	$178M	-$39.4M	2	0.46%	Reduced
134	CI Investments Inc Toronto, Ontario, Canada	$177M	+$29.9M	3	1.93%	Increased
135	H Hexavest Montreal, Quebec, Canada	$175M	+$44.1M	10	2.98%	Increased
136	Perkins Investment Management Chicago, Illinois	$175M	-$29.3M	2	2.41%	Reduced
137	BRIM Broad Run Investment Management Arlington, Virginia	$167M	+$1.55M	1	7.6%	Increased
138	Axa Paris, France	$162M	+$3.02M	8	0.71%	Increased
139	Artisan Partners Milwaukee, Wisconsin	$161M	+$17.4M	2	0.32%	Increased
140	Macquarie Group Sydney, NSW 2000, Australia	$159M	+$11.9M	7	0.31%	Increased
141	T TOBAM Paris, France	$159M	-$12.4M	4	5.71%	Reduced
142	State of Tennessee, Department of Treasury Nashville, Tennessee	$158M	-$17.8M	9	0.76%	Reduced
143	Panagora Asset Management Boston, Massachusetts	$156M	-$5.04M	11	0.74%	Reduced
144	Analytic Investors Los Angeles, California	$155M	-$2.79M	5	1.74%	Reduced
145	Schroder Investment Management Group London, United Kingdom	$155M	+$75.8M	9	0.29%	Increased
146	Chevy Chase Trust Bethesda, Maryland	$155M	-$1.22M	7	0.85%	Reduced
147	TAM Third Avenue Management New York	$155M	-$6.53M	1	7.09%	Reduced
148	Los Angeles Capital Management Los Angeles, California	$154M	+$12.3M	9	1.28%	Increased
149	State of New Jersey Common Pension Fund D Trenton, New Jersey	$151M	+$20.7M	8	0.65%	Increased
150	Eaton Vance Management Boston, Massachusetts	$146M	-$8.62M	8	0.42%	Reduced