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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	$176M	+$9.65M	8	0.39%	Increased
152	Sculptor Capital New York	$171M	+$40.3M	2	0.9%	Increased
153	British Columbia Investment Management Victoria, British Columbia, Canada	$168M	-$9.19M	11	1.47%	Reduced
154	SCM Steadfast Capital Management New York	$161M	+$6.52M	1	2.15%	Increased
155	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$160M	+$10.9M	1	14.71%	Increased
156	Retirement Systems of Alabama Montgomery, Alabama	$160M	+$5.38M	7	0.75%	Increased
157	Victory Capital Management San Antonio, Texas	$159M	+$27.5M	8	0.32%	Increased
158	UH Unigestion Holding Geneva, Switzerland	$154M	+$25.9M	2	4.1%	Increased
159	STRS Ohio Columbus, Ohio	$153M	+$15M	9	0.68%	Increased
160	Montrusco Bolton Investments Montreal, Quebec, Canada	$151M	-$761K	2	9.84%	Reduced
161	Chevy Chase Trust Bethesda, Maryland	$151M	-$4.06M	5	0.63%	Reduced
162	Aperio Group Sausalito, California	$146M	+$3.12M	14	0.6%	Increased
163	LM Lasry Marc	$146M	$0	1	31.3%	Maintained
164	Lord, Abbett & Co Jersey City, New Jersey	$146M	-$11.7M	4	0.47%	Reduced
165	OCAM Owl Creek Asset Management New York	$144M	+$65.1M	2	4.78%	Increased
166	MAMU Marathon Asset Management (UK) London, United Kingdom	$144M	+$284K	1	1.85%	Increased
167	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$143M	+$1.4M	16	2.11%	Increased
168	Burgundy Asset Management Toronto, Ontario, Canada	$142M	-$3.6M	1	1.42%	Reduced
169	KGI Kopernik Global Investors Tampa, Florida	$140M	+$39.4M	2	23.84%	Increased
170	HP Hound Partners New York	$140M	+$25M	1	6.81%	Increased
171	Envestnet Asset Management Chicago, Illinois	$138M	+$12.2M	11	0.17%	Increased
172	ACI AMP Capital Investors Sydney, Australia	$137M	-$4.34M	10	0.76%	Reduced
173	Hennessy Advisors Inc Novato, California	$135M	-$660K	6	6.48%	Reduced
174	Asset Management One Tokyo, Japan	$134M	+$13.4M	7	0.66%	Increased
175	TimesSquare Capital Management New York	$133M	-$16.8M	1	1.02%	Reduced