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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	Macquarie Group Sydney, NSW 2000, Australia	$187M	-$1.27M	8	0.34%	Reduced
127	Select Equity Group New York	$186M	+$72.7M	1	1.39%	Increased
128	Wedge Capital Management Charlotte, North Carolina	$179M	-$8.22M	4	1.72%	Reduced
129	Lord, Abbett & Co Jersey City, New Jersey	$179M	+$12.5M	6	0.53%	Increased
130	Cohen & Steers New York	$177M	-$7.08M	2	0.47%	Reduced
131	Panagora Asset Management Boston, Massachusetts	$166M	+$16.7M	10	0.69%	Increased
132	D.E. Shaw & Co New York	$166M	-$7.48M	9	0.29%	Reduced
133	SC Sasco Capital Fairfield, Connecticut	$165M	-$15.4M	1	4.37%	Reduced
134	W.H. Reaves & Co Jersey City, New Jersey	$163M	-$33M	4	5.95%	Reduced
135	Chevy Chase Trust Bethesda, Maryland	$161M	+$5.16M	7	0.79%	Increased
136	Axa Paris, France	$161M	-$37.6M	7	0.73%	Reduced
137	Eaton Vance Management Boston, Massachusetts	$158M	-$19.9M	8	0.43%	Reduced
138	Victory Capital Management San Antonio, Texas	$158M	-$2.39M	8	0.38%	Reduced
139	Global X Management Company New York	$157M	+$81.7M	14	5.56%	Increased
140	TAM Third Avenue Management New York	$157M	-$147K	1	7.16%	Reduced
141	I.G. Investment Management Winnipeg, Manitoba, Canada	$155M	+$47.2M	3	0.79%	Increased
142	State of New Jersey Common Pension Fund D Trenton, New Jersey	$153M	+$3.62M	8	0.64%	Increased
143	Aperio Group Sausalito, California	$152M	+$12.2M	13	1.04%	Increased
144	CI Global Investments Oakland, California	$149M	-$55.9M	1	3.45%	Reduced
145	Los Angeles Capital Management Los Angeles, California	$147M	-$40.9M	9	1.07%	Reduced
146	Credit Agricole Montrouge Cedex, France	$146M	-$96M	12	0.45%	Reduced
147	SEI Investments Oaks, Pennsylvania	$143M	+$25.2M	11	0.63%	Increased
148	Two Sigma Investments New York	$142M	+$38.5M	6	0.48%	Increased
149	Nuveen Charlotte, North Carolina	$141M	+$27.3M	9	0.84%	Increased
150	Retirement Systems of Alabama Montgomery, Alabama	$140M	+$5.56M	8	0.77%	Increased