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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	Sculptor Capital New York	$145M	-$102M	1	0.95%	Reduced
152	BNP Paribas Financial Markets Paris, France	$137M	-$51.8M	15	0.32%	Reduced
153	Man Group London, United Kingdom	$136M	+$26.8M	13	0.61%	Increased
154	Mirae Asset Global Investments Seoul, South Korea	$134M	+$91.8M	17	1.21%	Increased
155	Chevy Chase Trust Bethesda, Maryland	$134M	+$1.09M	7	0.65%	Increased
156	Aperio Group Sausalito, California	$133M	+$5.13M	13	0.67%	Increased
157	Macquarie Group Sydney, NSW 2000, Australia	$132M	+$12.7M	9	0.25%	Increased
158	Vaughan Nelson Investment Management Houston, Texas	$130M	-$1.78M	3	1.86%	Reduced
159	Confluence Investment Management St. Louis, Missouri	$128M	+$17.4M	2	2.41%	Increased
160	Nuveen Charlotte, North Carolina	$124M	+$67.3M	7	0.78%	Increased
161	ACI AMP Capital Investors Sydney, Australia	$122M	-$8.71M	10	0.77%	Reduced
162	STRS Ohio Columbus, Ohio	$122M	+$8.99M	9	0.62%	Increased
163	BC Blackstart Capital New York	$122M	+$39.6M	5	25.74%	Increased
164	Virginia Retirement Systems Richmond, Virginia	$121M	-$10.7M	7	1.64%	Reduced
165	ALPS Advisors Denver, Colorado	$121M	+$59.4M	6	0.94%	Increased
166	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$121M	+$2.5M	18	2.04%	Increased
167	Hennessy Advisors Inc Novato, California	$120M	-$21.5M	5	5.89%	Reduced
168	SJIC St. James Investment Company Southlake, Texas	$119M	-$7.14M	2	11.87%	Reduced
169	First Pacific Advisors El Segundo, California	$118M	+$985K	1	1.12%	Increased
170	TimesSquare Capital Management New York	$117M	-$8.34M	1	1.01%	Reduced
171	State of Tennessee, Department of Treasury Nashville, Tennessee	$116M	+$14.6M	12	0.63%	Increased
172	UH Unigestion Holding Geneva, Switzerland	$116M	+$34.8M	3	2.91%	Increased
173	ClearBridge Investments (Australia) Sydney, Australia	$115M	+$55.8M	7	8.71%	Increased
174	MAMU Marathon Asset Management (UK) London, United Kingdom	$115M	-$12.3M	1	1.69%	Reduced
175	Korea Investment Corp Seoul, South Korea	$114M	+$17.9M	10	0.62%	Increased