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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	Envestnet Asset Management Chicago, Illinois	$260M	+$8.63M	14	0.13%	Increased
127	Stifel Financial St. Louis, Missouri	$257M	-$3.8M	14	0.34%	Reduced
128	Primecap Management Pasadena, California	$256M	-$8.81M	2	0.18%	Reduced
129	Jane Street New York	$254M	+$66.6M	25	0.08%	Increased
130	Laurion Capital Management New York	$254M	+$98M	2	2.57%	Increased
131	Exchange Traded Concepts Oklahoma City, Oklahoma	$253M	+$44.1M	12	4.9%	Increased
132	PNC Financial Services Group Pittsburgh, Pennsylvania	$246M	+$1.31M	20	0.2%	Increased
133	National Bank of Canada Montreal, Quebec, Canada	$243M	+$239M	20	0.83%	New
134	Energy Income Partners Westport, Connecticut	$242M	-$38.6M	3	5.69%	Reduced
135	OMERS Administration Corp Toronto, Ontario, Canada	$237M	-$8.1M	2	3.07%	Reduced
136	MBA Maple-Brown Abbott Barangaroo, Australia	$231M	-$62.3M	2	15.41%	Reduced
137	Point72 Asset Management Stamford, Connecticut	$231M	+$92.9M	5	0.92%	Increased
138	New York State Teachers Retirement System (NYSTRS) Albany, New York	$230M	-$1.68M	7	0.45%	Reduced
139	AGF Investments Inc Toronto, Ontario, Canada	$230M	+$25.8M	6	1.65%	Increased
140	Davidson Kempner Capital Management New York	$229M	-$12.1M	1	3.37%	Reduced
141	Anchor Capital Advisors Boston, Massachusetts	$226M	+$3.38M	4	4.47%	Increased
142	Korea Investment Corp Seoul, South Korea	$222M	+$39.9M	8	0.58%	Increased
143	Macquarie Group Sydney, NSW 2000, Australia	$219M	+$12.3M	11	0.18%	Increased
144	CIBC Private Wealth Group Atlanta, Georgia	$215M	+$16.1M	5	0.45%	Increased
145	ORIO Old Republic International (ORI) Chicago, Illinois	$214M	$0	3	4.06%	Maintained
146	Susquehanna International Group Bala Cynwyd, Pennsylvania	$214M	-$28.2M	28	0.03%	Reduced
147	FIG Fortress Investment Group New York	$213M	+$961K	2	8.19%	Increased
148	KGI Kopernik Global Investors Tampa, Florida	$211M	+$74.1K	2	20.13%	Increased
149	VOYA Investment Management Atlanta, Georgia	$207M	-$7.04M	15	0.4%	Reduced
150	LPL Financial San Diego, California	$206M	+$15.1M	22	0.17%	Increased