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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	ClearBridge Investments New York	$248M	-$56.9M	8	0.23%	Reduced
127	British Columbia Investment Management Victoria, British Columbia, Canada	$248M	+$4.47M	13	2.35%	Increased
128	State of Wisconsin Investment Board Madison, Wisconsin	$247M	-$18.7M	15	0.64%	Reduced
129	LPL Financial San Diego, California	$239M	+$19.6M	23	0.23%	Increased
130	Korea Investment Corp Seoul, South Korea	$238M	+$12.9M	9	0.73%	Increased
131	Artemis Investment Management Edinburgh, United Kingdom	$229M	+$146M	6	2.35%	Increased
132	CIBC Private Wealth Group Atlanta, Georgia	$229M	+$67M	8	0.59%	Increased
133	National Bank of Canada Montreal, Quebec, Canada	$228M	+$3.96M	21	1.04%	Increased
134	BNP Paribas Financial Markets Paris, France	$227M	+$40.4M	19	0.35%	Increased
135	Stifel Financial St. Louis, Missouri	$226M	-$4.29M	15	0.35%	Reduced
136	Laurion Capital Management New York	$221M	-$955K	2	3.41%	Reduced
137	Bessemer Group Woodbridge, New Jersey	$216M	+$242M	14	0.54%	Increased
138	ExodusPoint Capital Management New York	$213M	+$64M	7	2.61%	Increased
139	AQR Capital Management Greenwich, Connecticut	$212M	+$49.7M	14	0.48%	Increased
140	Anchor Capital Advisors Boston, Massachusetts	$212M	-$9.65M	4	5.37%	Reduced
141	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$211M	+$15.6M	23	2.35%	Increased
142	KeyBank National Association Cleveland, Ohio	$209M	+$17.8M	8	1.02%	Increased
143	Macquarie Group Sydney, NSW 2000, Australia	$207M	-$17.9M	13	0.23%	Reduced
144	Eaton Vance Management Boston, Massachusetts	$203M	+$8.67M	9	0.28%	Increased
145	Primecap Management Pasadena, California	$202M	-$8.5M	2	0.18%	Reduced
146	ORIO Old Republic International (ORI) Chicago, Illinois	$201M	$0	3	4.85%	Maintained
147	Canada Life Winnipeg, Manitoba, Canada	$199M	-$6.93M	15	0.52%	Reduced
148	D.E. Shaw & Co New York	$198M	+$66.8M	13	0.23%	Increased
149	MAMU Marathon Asset Management (UK) London, United Kingdom	$195M	-$14M	2	3.25%	Reduced
150	Lingotto Investment Management London, United Kingdom	$193M	-$22M	1	18.66%	Reduced