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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	Stifel Financial St. Louis, Missouri	$403M	+$86.7M	23	0.45%	Increased
127	Prudential Financial Newark, New Jersey	$379M	-$37.3M	19	0.57%	Reduced
128	Lazard Asset Management New York	$378M	-$199M	12	0.47%	Reduced
129	Scotia Capital Toronto, Ontario, Canada	$374M	+$9.86M	9	2.19%	Increased
130	Korea Investment Corp Seoul, South Korea	$369M	+$76.5M	10	0.93%	Increased
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$368M	+$24.4M	12	0.78%	Increased
132	D.E. Shaw & Co New York	$365M	+$51.3M	18	0.34%	Increased
133	Markel Group Glen Allen, Virginia	$362M	$0	1	3.56%	Maintained
134	VanEck Associates New York	$362M	+$117M	19	0.51%	Increased
135	KeyBank National Association Cleveland, Ohio	$357M	+$6.11M	14	1.46%	Increased
136	Merewether Investment Management Dallas, Texas	$356M	+$72.6M	3	18.78%	Increased
137	Bridgewater Associates Westport, Connecticut	$353M	+$219M	17	1.84%	Increased
138	Select Equity Group New York	$350M	-$19.5M	4	1.38%	Reduced
139	LSV Asset Management Chicago, Illinois	$339M	-$342M	4	0.74%	Reduced
140	Munro Partners Melbourne, Australia	$329M	+$136M	4	12.2%	Increased
141	Driehaus Capital Management Chicago, Illinois	$327M	-$14.2M	5	3.16%	Reduced
142	Energy Income Partners Westport, Connecticut	$326M	-$12.1M	7	7.25%	Reduced
143	MI MMCAP International Grand Cayman, Cayman Islands	$320M	-$24.4M	8	44.48%	Reduced
144	Lord, Abbett & Co Jersey City, New Jersey	$318M	+$120M	8	1.04%	Increased
145	Magellan Asset Management Sydney, Australia	$313M	-$18.5M	5	2.98%	Reduced
146	Brown Advisory Baltimore, Maryland	$312M	+$27.3M	12	0.41%	Increased
147	Primecap Management Pasadena, California	$311M	-$20.1M	2	0.22%	Reduced
148	Macquarie Group Sydney, NSW 2000, Australia	$309M	+$13.3M	18	0.35%	Increased
149	ZP Zimmer Partners New York	$307M	-$263M	7	5.67%	Reduced
150	AQR Capital Management Greenwich, Connecticut	$304M	+$35M	15	0.47%	Increased