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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	BNP Paribas Financial Markets Paris, France	$168M	+$58M	17	0.31%	Increased
152	Envestnet Asset Management Chicago, Illinois	$166M	+$14.5M	11	0.18%	Increased
153	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$166M	-$5.39M	15	2.32%	Reduced
154	State of New Jersey Common Pension Fund D Trenton, New Jersey	$163M	-$4.02M	9	0.61%	Reduced
155	Madison Asset Management Madison, Wisconsin	$157M	+$152M	2	2.41%	New
156	KCM Knighthead Capital Management New York	$156M	$0	1	33.29%	Maintained
157	MAMU Marathon Asset Management (UK) London, United Kingdom	$156M	-$1.83M	1	2.06%	Reduced
158	ACI AMP Capital Investors Sydney, Australia	$153M	+$4.49M	9	0.84%	Increased
159	Korea Investment Corp Seoul, South Korea	$153M	+$5.87M	7	0.56%	Increased
160	Los Angeles Capital Management Los Angeles, California	$151M	+$26.8M	7	0.75%	Increased
161	LM Lasry Marc	$148M	$0	1	49.64%	Maintained
162	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$147M	+$19.6M	7	1.25%	Increased
163	Asset Management One Tokyo, Japan	$145M	-$55.9K	6	0.65%	Reduced
164	NAM Nexpoint Asset Management Dallas, Texas	$145M	-$43M	1	10.98%	Reduced
165	RCM Redwood Capital Management New York	$140M	+$13.4M	1	19.21%	Increased
166	STRS Ohio Columbus, Ohio	$140M	-$8.03M	9	0.59%	Reduced
167	Burgundy Asset Management Toronto, Ontario, Canada	$139M	-$22.5M	1	1.37%	Reduced
168	Macquarie Group Sydney, NSW 2000, Australia	$135M	+$26.8M	9	0.19%	Increased
169	SCM Scopia Capital Management New York	$135M	-$32.2M	1	10.47%	Reduced
170	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$135M	-$4.42M	10	0.83%	Reduced
171	ExodusPoint Capital Management New York	$134M	+$47.3M	6	2.52%	Increased
172	Aberdeen Group Edinburgh, United Kingdom	$134M	-$4.36M	8	0.32%	Reduced
173	Select Equity Group New York	$134M	+$36.1M	2	0.84%	Increased
174	Retirement Systems of Alabama Montgomery, Alabama	$132M	-$36.1M	7	0.58%	Reduced
175	VanEck Associates New York	$131M	+$28.7M	12	0.5%	Increased