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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	Confluence Investment Management St. Louis, Missouri	$246M	-$2.14M	7	3.81%	Reduced
127	Swedbank Stockholm, Sweden	$241M	-$17.3M	4	0.42%	Reduced
128	CI Investments Inc Toronto, Ontario, Canada	$235M	+$18.1M	11	1.31%	Increased
129	Stifel Financial St. Louis, Missouri	$234M	+$7.47M	19	0.33%	Increased
130	VOYA Investment Management Atlanta, Georgia	$233M	+$23.9M	18	0.26%	Increased
131	Jacobs Levy Equity Management Florham Park, New Jersey	$232M	-$10.8M	6	1.38%	Reduced
132	MI MMCAP International Grand Cayman, Cayman Islands	$228M	+$18.2M	7	65.36%	Increased
133	TD Waterhouse Canada Toronto, Ontario, Canada	$227M	+$776K	18	2.36%	Increased
134	Driehaus Capital Management Chicago, Illinois	$224M	+$19.5M	4	2.91%	Increased
135	Mitsubishi UFJ Asset Management Tokyo, Japan	$223M	+$24.7M	11	0.45%	Increased
136	D.E. Shaw & Co New York	$220M	-$49.5M	16	0.23%	Reduced
137	SCA Southpoint Capital Advisors New York	$218M	-$103M	1	4.87%	Reduced
138	Fiera Capital (Canada) Montreal, Quebec, Canada	$213M	-$46.4M	4	0.68%	Reduced
139	AQR Capital Management Greenwich, Connecticut	$210M	-$9.81M	14	0.43%	Reduced
140	Macquarie Group Sydney, NSW 2000, Australia	$209M	+$3.28M	10	0.26%	Increased
141	Snyder Capital Management San Francisco, California	$208M	+$1.04M	1	4.7%	Increased
142	Rubric Capital Management (New York) New York	$207M	-$107M	3	7.78%	Reduced
143	Balyasny Asset Management Chicago, Illinois	$207M	+$14.2M	9	0.42%	Increased
144	State of Wisconsin Investment Board Madison, Wisconsin	$205M	-$30M	18	0.64%	Reduced
145	Lord, Abbett & Co Jersey City, New Jersey	$203M	+$44.9M	5	0.75%	Increased
146	SEI Investments Oaks, Pennsylvania	$200M	+$7.19M	15	0.36%	Increased
147	UniSuper Management Melbourne, Victoria, Australia	$198M	+$25.7K	9	2.42%	Increased
148	Canada Life Winnipeg, Manitoba, Canada	$195M	+$51.6M	14	0.47%	Increased
149	OCAM Owl Creek Asset Management New York	$193M	-$39.5M	2	7.5%	Reduced
150	Energy Income Partners Westport, Connecticut	$192M	-$3.14M	4	4.37%	Reduced