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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	Anchor Capital Advisors Boston, Massachusetts	$143M	+$8.24M	3	3.69%	Increased
152	Chevy Chase Trust Bethesda, Maryland	$142M	-$6.29M	5	0.58%	Reduced
153	SSP Sixth Street Partners Dallas, Texas	$140M	+$161M	1	68.57%	Increased
154	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$139M	+$11.7M	10	1.29%	Increased
155	AL AJO LP Philadelphia, Pennsylvania	$138M	-$101M	6	1.26%	Reduced
156	ACI AMP Capital Investors Sydney, Australia	$137M	+$16.9M	10	0.86%	Increased
157	State of New Jersey Common Pension Fund D Trenton, New Jersey	$136M	-$5.19M	9	0.57%	Reduced
158	Aperio Group Sausalito, California	$136M	-$15.7M	13	0.5%	Reduced
159	LM Lasry Marc	$134M	+$17.4M	2	88.15%	Increased
160	MAMU Marathon Asset Management (UK) London, United Kingdom	$129M	-$3.87M	1	1.97%	Reduced
161	River Road Asset Management Louisville, Kentucky	$126M	+$19.5M	2	2.16%	Increased
162	LPL Financial San Diego, California	$126M	+$15M	17	0.22%	Increased
163	ECP Electron Capital Partners New York	$126M	+$101M	3	13.76%	Increased
164	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$121M	+$14.7M	8	1.45%	Increased
165	KGI Kopernik Global Investors Tampa, Florida	$121M	-$12.5M	2	21.72%	Reduced
166	Asset Management One Tokyo, Japan	$120M	-$7.85M	6	0.59%	Reduced
167	Burgundy Asset Management Toronto, Ontario, Canada	$119M	-$20.6M	1	1.39%	Reduced
168	Soros Fund Management New York	$117M	+$122M	3	2.62%	Increased
169	SCM Steadfast Capital Management New York	$113M	+$92.6M	1	1.3%	Increased
170	Marshall Wace North America New York	$111M	+$69.4M	6	0.73%	Increased
171	BAMCO Inc New York	$110M	-$16.7M	2	0.4%	Reduced
172	Macquarie Group Sydney, NSW 2000, Australia	$110M	+$6.33M	10	0.19%	Increased
173	Lingotto Investment Management London, United Kingdom	$104M	+$15.7M	1	17.12%	Increased
174	Commonwealth Equity Services Waltham, Massachusetts	$104M	+$3.43M	13	0.39%	Increased
175	ExodusPoint Capital Management New York	$104M	+$97M	8	2.7%	Increased