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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
151	State of Tennessee, Department of Treasury Nashville, Tennessee	$158M	+$49.8M	10	0.71%	Increased
152	Select Equity Group New York	$157M	-$9.22M	1	1.25%	Reduced
153	Aperio Group Sausalito, California	$150M	-$5.84M	13	0.76%	Reduced
154	USAA United Services Automobile Association San Antonio, Texas	$149M	+$309K	8	0.41%	Increased
155	LM Lasry Marc	$148M	+$87.6M	1	28.43%	Increased
156	Marshall Wace North America New York	$146M	+$132M	7	0.81%	Increased
157	Abrams Capital Management Boston, Massachusetts	$146M	+$182M	1	4.91%	New
158	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$145M	+$5.5M	5	0.73%	Increased
159	TimesSquare Capital Management New York	$142M	-$15.5M	1	0.93%	Reduced
160	MAMU Marathon Asset Management (UK) London, United Kingdom	$139M	+$1.2M	1	2.14%	Increased
161	AMF Tjänstepension Stockholm, Sweden	$138M	+$56.7M	3	1.36%	Increased
162	Hotchkis & Wiley Capital Management Los Angeles, California	$137M	+$22.9M	2	0.52%	Increased
163	ACI AMP Capital Investors Sydney, Australia	$137M	-$25M	11	0.73%	Reduced
164	Macquarie Group Sydney, NSW 2000, Australia	$135M	+$38.3M	11	0.24%	Increased
165	MIS Morningstar Investment Services Chicago, Illinois	$134M	-$8.07M	3	2.7%	Reduced
166	Retirement Systems of Alabama Montgomery, Alabama	$133M	-$6.01M	8	0.64%	Reduced
167	CC Carlson Capital Dallas, Texas	$129M	-$30.7M	3	2.2%	Reduced
168	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$129M	+$126M	1	6.74%	New
169	Numeric Investors Boston, Massachusetts	$128M	+$26.4M	6	0.93%	Increased
170	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$127M	+$1.83M	18	1.91%	Increased
171	Aberdeen Group Edinburgh, United Kingdom	$126M	-$6.12M	7	0.24%	Reduced
172	SCM Scopia Capital Management New York	$126M	+$7.76M	1	2.26%	Increased
173	NM Newtyn Management New York	$126M	+$157M	1	19.19%	New
174	SFM Systematic Financial Management Teaneck, New Jersey	$124M	+$54.9M	4	2.48%	Increased
175	Arrowstreet Capital Boston, Massachusetts	$123M	+$66.8M	2	0.3%	Increased