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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	Causeway Capital Management Los Angeles, California	$176M	+$18.9M	2	1.77%	Increased
152	AC Ashler Capital Chicago, Illinois	$172M	-$116M	1	9.76%	Reduced
153	Scotia Capital Toronto, Ontario, Canada	$172M	+$2.84M	6	2.18%	Increased
154	Putnam Investments Boston, Massachusetts	$170M	+$11M	7	0.37%	Increased
155	LM Lasry Marc	$163M	-$2.3M	1	34.71%	Reduced
156	Macquarie Group Sydney, NSW 2000, Australia	$162M	-$3.05M	9	0.26%	Reduced
157	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$159M	+$3.79M	6	0.65%	Increased
158	Hennessy Advisors Inc Novato, California	$155M	-$5.76M	5	5.72%	Reduced
159	ACI AMP Capital Investors Sydney, Australia	$154M	+$6.43M	10	0.83%	Increased
160	LCS Levin Capital Strategies New York	$153M	+$3.08M	2	2.64%	Increased
161	AL AJO LP Philadelphia, Pennsylvania	$151M	-$163M	4	0.71%	Reduced
162	ORIO Old Republic International (ORI) Chicago, Illinois	$146M	$0	4	4.24%	Maintained
163	MAMU Marathon Asset Management (UK) London, United Kingdom	$146M	-$781K	1	1.84%	Reduced
164	Chevy Chase Trust Bethesda, Maryland	$143M	-$3.49M	7	0.59%	Reduced
165	Los Angeles Capital Management Los Angeles, California	$137M	+$63.6M	8	0.72%	Increased
166	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$136M	+$4.5M	18	1.99%	Increased
167	Man Group London, United Kingdom	$136M	-$119M	10	0.5%	Reduced
168	Vaughan Nelson Investment Management Houston, Texas	$136M	+$11.7M	3	1.59%	Increased
169	Panagora Asset Management Boston, Massachusetts	$135M	-$29.3M	13	0.51%	Reduced
170	Aperio Group Sausalito, California	$134M	-$2.52M	14	0.59%	Reduced
171	SJIC St. James Investment Company Southlake, Texas	$133M	-$14.3M	2	12.14%	Reduced
172	DZ Bank Frankfurt Am Main, Germany	$133M	+$24.2M	7	0.47%	Increased
173	BCM Brigade Capital Management New York	$132M	-$2.64M	1	7.73%	Reduced
174	Burgundy Asset Management Toronto, Ontario, Canada	$131M	-$1.49M	1	1.22%	Reduced
175	SSM Sound Shore Management Greenwich, Connecticut	$130M	-$33.4M	1	2.23%	Reduced