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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	Aberdeen Group Edinburgh, United Kingdom	$163M	+$70M	8	0.35%	Increased
152	MetLife Investment Management Whippany, New Jersey	$162M	+$104M	12	0.49%	Increased
153	Chevy Chase Trust Bethesda, Maryland	$153M	+$1.13M	6	0.63%	Increased
154	Lord, Abbett & Co Jersey City, New Jersey	$153M	-$38.2M	4	0.51%	Reduced
155	Macquarie Group Sydney, NSW 2000, Australia	$151M	-$22.1M	9	0.26%	Reduced
156	Retirement Systems of Alabama Montgomery, Alabama	$149M	+$46.5M	7	0.73%	Increased
157	Point72 Asset Management Stamford, Connecticut	$149M	+$71.3M	8	0.68%	Increased
158	Ceredex Value Advisors Orlando, Florida	$148M	+$139M	1	1.82%	New
159	A Attestor London, United Kingdom	$147M	+$94.8M	1	53.38%	Increased
160	Montrusco Bolton Investments Montreal, Quebec, Canada	$147M	+$6.92M	2	9.44%	Increased
161	Sculptor Capital New York	$143M	-$20.9M	2	0.85%	Reduced
162	TimesSquare Capital Management New York	$143M	-$8.78M	1	1.1%	Reduced
163	Aperio Group Sausalito, California	$142M	-$4.04M	12	0.61%	Reduced
164	Burgundy Asset Management Toronto, Ontario, Canada	$142M	+$6.66M	1	1.46%	Increased
165	STRS Ohio Columbus, Ohio	$140M	+$3.29M	9	0.63%	Increased
166	MAMU Marathon Asset Management (UK) London, United Kingdom	$139M	+$123K	1	1.86%	Increased
167	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$139M	-$5.02M	16	2.13%	Reduced
168	ACI AMP Capital Investors Sydney, Australia	$137M	+$6.12M	10	0.78%	Increased
169	Victory Capital Management San Antonio, Texas	$135M	+$45.9M	9	0.31%	Increased
170	CP Centerbridge Partners New York	$135M	-$91.2M	2	18.46%	Reduced
171	Castle Hook Partners New York	$134M	+$43.5M	3	6.75%	Increased
172	Vaughan Nelson Investment Management Houston, Texas	$134M	-$4.98M	3	1.8%	Reduced
173	Los Angeles Capital Management Los Angeles, California	$133M	-$54.4M	8	0.74%	Reduced
174	State of Tennessee, Department of Treasury Nashville, Tennessee	$133M	+$2.23M	12	0.65%	Increased
175	Hennessy Advisors Inc Novato, California	$129M	-$200K	5	6.02%	Reduced