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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	Bank of Nova Scotia Toronto, Ontario, Canada	$186M	+$3.69M	8	0.96%	Increased
127	Sentry Investments Toronto, Ontario, Canada	$186M	+$7.31M	1	1.42%	Increased
128	Los Angeles Capital Management Los Angeles, California	$185M	+$34.1M	9	1.45%	Increased
129	Macquarie Group Sydney, NSW 2000, Australia	$179M	+$18.4M	8	0.34%	Increased
130	SC Sasco Capital Fairfield, Connecticut	$178M	-$28.6M	1	4.46%	Reduced
131	Artisan Partners Milwaukee, Wisconsin	$177M	+$12.1M	2	0.37%	Increased
132	Wedge Capital Management Charlotte, North Carolina	$177M	-$27.4M	4	1.71%	Reduced
133	Markel Group Glen Allen, Virginia	$170M	+$1.23M	1	4.1%	Increased
134	Cohen & Steers New York	$170M	-$7.66M	2	0.47%	Reduced
135	BRIM Broad Run Investment Management Arlington, Virginia	$169M	+$12.1M	1	6.97%	Increased
136	Perkins Investment Management Chicago, Illinois	$167M	-$13.2M	2	2.12%	Reduced
137	Eaton Vance Management Boston, Massachusetts	$166M	+$19.5M	8	0.47%	Increased
138	Lord, Abbett & Co Jersey City, New Jersey	$162M	+$39.7M	6	0.49%	Increased
139	D.E. Shaw & Co New York	$158M	+$29.7M	13	0.27%	Increased
140	Balyasny Asset Management Chicago, Illinois	$154M	-$33.9M	9	0.83%	Reduced
141	Schroder Investment Management Group London, United Kingdom	$154M	-$17.6M	9	0.29%	Reduced
142	Chevy Chase Trust Bethesda, Maryland	$151M	-$3.5M	7	0.8%	Reduced
143	Manning & Napier Advisors Fairport, New York	$146M	-$19.7M	1	0.96%	Reduced
144	State of New Jersey Common Pension Fund D Trenton, New Jersey	$145M	-$7.37M	8	0.62%	Reduced
145	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$143M	+$30.8M	7	0.98%	Increased
146	TAM Third Avenue Management New York	$142M	-$3.44M	1	6.43%	Reduced
147	Panagora Asset Management Boston, Massachusetts	$142M	-$14.7M	11	0.65%	Reduced
148	USAA United Services Automobile Association San Antonio, Texas	$142M	+$2.9M	7	0.47%	Increased
149	Victory Capital Management San Antonio, Texas	$141M	+$26M	8	0.36%	Increased
150	Aviva London, United Kingdom	$140M	+$8.19M	10	0.83%	Increased