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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	Cohen & Steers New York	$290M	-$72.8M	6	0.49%	Reduced
127	Point72 Asset Management Stamford, Connecticut	$289M	+$38M	6	1.15%	Increased
128	CI Investments Inc Toronto, Ontario, Canada	$279M	-$27.6M	11	1.03%	Reduced
129	National Bank of Canada Montreal, Quebec, Canada	$279M	+$36.1M	22	0.83%	Increased
130	HSBC Holdings London, United Kingdom	$274M	-$35.1M	19	0.33%	Reduced
131	Allianz Asset Management Munich, Germany	$272M	+$67.1M	14	0.2%	Increased
132	Marshall Wace London, United Kingdom	$269M	+$154M	17	0.51%	Increased
133	PNC Financial Services Group Pittsburgh, Pennsylvania	$266M	+$3.03M	20	0.23%	Increased
134	New York State Teachers Retirement System (NYSTRS) Albany, New York	$264M	+$15.6M	8	0.54%	Increased
135	Korea Investment Corp Seoul, South Korea	$258M	+$31.2M	9	0.64%	Increased
136	Stifel Financial St. Louis, Missouri	$254M	-$11.1M	16	0.35%	Reduced
137	KeyBank National Association Cleveland, Ohio	$250M	+$10.8M	8	1.05%	Increased
138	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$250M	-$9.35M	21	2.41%	Reduced
139	VOYA Investment Management Atlanta, Georgia	$245M	+$24.4M	14	0.51%	Increased
140	MAMU Marathon Asset Management (UK) London, United Kingdom	$245M	-$17.8M	2	3.32%	Reduced
141	Primecap Management Pasadena, California	$245M	-$36.3M	2	0.18%	Reduced
142	MBA Maple-Brown Abbott Barangaroo, Australia	$242M	-$2.04M	2	16.93%	Reduced
143	Susquehanna International Group Bala Cynwyd, Pennsylvania	$242M	-$577K	23	0.04%	Reduced
144	Macquarie Group Sydney, NSW 2000, Australia	$242M	-$3.8M	12	0.18%	Reduced
145	Canada Life Winnipeg, Manitoba, Canada	$239M	+$17.8M	15	0.5%	Increased
146	LPL Financial San Diego, California	$237M	+$16.5M	23	0.2%	Increased
147	Anchor Capital Advisors Boston, Massachusetts	$237M	-$11.8M	4	5.02%	Reduced
148	SPC Silver Point Capital Greenwich, Connecticut	$237M	-$156M	2	11.93%	Reduced
149	AGF Investments Inc Toronto, Ontario, Canada	$236M	+$16.6M	4	1.77%	Increased
150	Laurion Capital Management New York	$226M	-$32M	5	2.76%	Reduced