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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	D.E. Shaw & Co New York	$252M	-$64.2M	16	0.26%	Reduced
127	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$251M	+$18.5M	5	4.49%	Increased
128	Renaissance Technologies New York	$249M	-$264M	19	0.36%	Reduced
129	LSV Asset Management Chicago, Illinois	$248M	-$54.7M	4	0.55%	Reduced
130	Primecap Management Pasadena, California	$243M	-$3.83M	2	0.2%	Reduced
131	KeyBank National Association Cleveland, Ohio	$240M	+$628K	9	1.09%	Increased
132	TD Waterhouse Canada Toronto, Ontario, Canada	$235M	-$11.4M	18	2.35%	Reduced
133	State of Wisconsin Investment Board Madison, Wisconsin	$235M	+$39.2M	17	0.66%	Increased
134	Stifel Financial St. Louis, Missouri	$234M	-$4.83M	19	0.32%	Reduced
135	OCAM Owl Creek Asset Management New York	$230M	+$6.97M	2	10.92%	Increased
136	Magellan Asset Management Sydney, Australia	$229M	-$941K	5	2.04%	Reduced
137	Select Equity Group New York	$225M	+$10.7M	3	0.84%	Increased
138	UniSuper Management Melbourne, Victoria, Australia	$225M	+$236M	9	2.55%	New
139	Laurion Capital Management New York	$225M	-$27.3M	4	1.26%	Reduced
140	Macquarie Group Sydney, NSW 2000, Australia	$223M	+$31.2M	13	0.25%	Increased
141	CI Investments Inc Toronto, Ontario, Canada	$220M	-$16.8M	11	1.11%	Reduced
142	VOYA Investment Management Atlanta, Georgia	$219M	-$5.4M	17	0.23%	Reduced
143	AQR Capital Management Greenwich, Connecticut	$218M	+$35.7M	14	0.46%	Increased
144	ECP Electron Capital Partners New York	$215M	-$92.7M	2	9.24%	Reduced
145	CIBC Private Wealth Group Atlanta, Georgia	$212M	+$535K	7	0.46%	Increased
146	Mitsubishi UFJ Asset Management Tokyo, Japan	$210M	+$18.4M	9	0.44%	Increased
147	Jacobs Levy Equity Management Florham Park, New Jersey	$209M	+$21M	6	1.21%	Increased
148	Energy Income Partners Westport, Connecticut	$209M	-$12.5M	4	4.44%	Reduced
149	London Company of Virginia Richmond, Virginia	$206M	-$7.37M	1	1.17%	Reduced
150	Balyasny Asset Management Chicago, Illinois	$202M	-$46.3M	14	0.44%	Reduced