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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	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$224M	$0	4	0.59%	Maintained
127	State of Wisconsin Investment Board Madison, Wisconsin	$218M	+$7.85M	11	0.55%	Increased
128	Hotchkis & Wiley Capital Management Los Angeles, California	$218M	+$7.79M	3	0.99%	Increased
129	Adage Capital Partners Boston, Massachusetts	$217M	-$157M	5	0.54%	Reduced
130	SSP Sixth Street Partners Dallas, Texas	$215M	+$65.7M	1	46%	Increased
131	PNC Financial Services Group Pittsburgh, Pennsylvania	$214M	-$3.58M	15	0.26%	Reduced
132	Thrivent Financial for Lutherans Minneapolis, Minnesota	$211M	-$2.6M	10	0.56%	Reduced
133	HSBC Holdings London, United Kingdom	$204M	+$11.4M	14	0.33%	Increased
134	RCM Redwood Capital Management New York	$200M	+$16.3M	1	15.25%	Increased
135	Cooke & Bieler Philadelphia, Pennsylvania	$195M	+$19.1M	2	2.6%	Increased
136	FIG Fortress Investment Group New York	$194M	+$2.07M	2	12.41%	Increased
137	VOYA Investment Management Atlanta, Georgia	$191M	+$16M	13	0.42%	Increased
138	CCP Cyrus Capital Partners New York	$187M	+$3.45M	1	43.63%	Increased
139	DekaBank Deutsche Girozentrale Frankfurt, Germany	$183M	+$18.4M	12	0.81%	Increased
140	GAM Goldentree Asset Management New York	$176M	-$95.4M	2	15.12%	Reduced
141	Robeco Institutional Asset Management Rotterdam, Netherlands	$175M	-$37.1M	6	0.54%	Reduced
142	W.H. Reaves & Co Jersey City, New Jersey	$173M	-$73.4M	3	6.76%	Reduced
143	AGF Investments Inc Toronto, Ontario, Canada	$170M	-$10.6M	9	1.71%	Reduced
144	Blackstone Inc New York	$168M	+$102M	1	0.65%	Increased
145	SCM Steadfast Capital Management New York	$164M	+$43M	1	1.79%	Increased
146	Two Sigma Investments New York	$164M	+$11.9M	10	0.58%	Increased
147	ORIO Old Republic International (ORI) Chicago, Illinois	$161M	$0	3	4.4%	Maintained
148	Primecap Management Pasadena, California	$160M	-$57.7K	2	0.13%	Reduced
149	Truist Financial Charlotte, North Carolina	$160M	-$30.5M	10	0.35%	Reduced
150	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$160M	+$5.51M	16	2.24%	Increased