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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$318M	-$1.49M	11	0.66%	Reduced
127	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$315M	+$5.16M	26	2.28%	Increased
128	SSP Sixth Street Partners Dallas, Texas	$315M	$0	1	36.11%	Maintained
129	Energy Income Partners Westport, Connecticut	$313M	+$56.8M	7	6.4%	Increased
130	KeyBank National Association Cleveland, Ohio	$312M	+$4.26M	10	1.29%	Increased
131	Primecap Management Pasadena, California	$308M	-$11M	2	0.23%	Reduced
132	Jacobs Levy Equity Management Florham Park, New Jersey	$308M	-$13.1M	5	1.38%	Reduced
133	Balyasny Asset Management Chicago, Illinois	$306M	-$115M	18	0.53%	Reduced
134	Stifel Financial St. Louis, Missouri	$303M	-$14.9M	19	0.34%	Reduced
135	TD Waterhouse Canada Toronto, Ontario, Canada	$302M	+$11M	23	2.26%	Increased
136	State Board of Administration of Florida Retirement System Tallahassee, Florida	$301M	+$6.24M	13	0.71%	Increased
137	D.E. Shaw & Co New York	$292M	+$16.8M	18	0.25%	Increased
138	VOYA Investment Management Atlanta, Georgia	$290M	-$32.4M	17	0.28%	Reduced
139	Confluence Investment Management St. Louis, Missouri	$289M	-$3.55M	8	3.89%	Reduced
140	Cooke & Bieler Philadelphia, Pennsylvania	$288M	-$86.4M	2	2.66%	Reduced
141	Diamond Hill Capital Management Columbus, Ohio	$288M	+$86.7M	2	1.17%	Increased
142	Alkeon Capital Management New York	$282M	+$211M	2	0.48%	New
143	Beutel, Goodman & Co Toronto, Ontario, Canada	$276M	-$130M	3	1.42%	Reduced
144	Brown Advisory Baltimore, Maryland	$269M	+$66.1M	10	0.36%	Increased
145	Macquarie Group Sydney, NSW 2000, Australia	$268M	-$11.2M	19	0.3%	Reduced
146	Korea Investment Corp Seoul, South Korea	$267M	+$47.5M	9	0.68%	Increased
147	Corient Private Wealth Miami, Florida	$264M	+$5.47M	15	0.47%	Increased
148	Renaissance Technologies New York	$259M	-$19.3M	22	0.41%	Reduced
149	AGF Management Toronto, Ontario, Canada	$257M	+$83.3M	12	1.43%	Increased
150	Jane Street New York	$253M	-$419M	30	0.05%	Reduced