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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	STRS Ohio Columbus, Ohio	$156M	+$7.8M	9	0.66%	Increased
152	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$153M	+$5.59M	10	1.24%	Increased
153	Envestnet Asset Management Chicago, Illinois	$153M	-$12M	10	0.14%	Reduced
154	ACI AMP Capital Investors Sydney, Australia	$151M	+$11.1M	9	0.89%	Increased
155	OCAM Owl Creek Asset Management New York	$147M	-$4.38M	2	9.78%	Reduced
156	LM Lasry Marc	$147M	+$10.4M	2	95.09%	Increased
157	Anchor Capital Advisors Boston, Massachusetts	$147M	+$478K	3	3.72%	Increased
158	Gabelli Funds Rye, New York	$146M	-$1.88M	11	1.14%	Reduced
159	BRIM Broad Run Investment Management Arlington, Virginia	$144M	-$440K	1	9.51%	Reduced
160	Allianz Asset Management Munich, Germany	$141M	-$59.2M	13	0.16%	Reduced
161	State of New Jersey Common Pension Fund D Trenton, New Jersey	$140M	+$1.15M	10	0.56%	Increased
162	Aperio Group Sausalito, California	$136M	-$2.86M	13	0.46%	Reduced
163	KGI Kopernik Global Investors Tampa, Florida	$136M	+$16.2M	2	21.11%	Increased
164	KCM Knighthead Capital Management New York	$135M	-$73.1M	1	20.07%	Reduced
165	Chevy Chase Trust Bethesda, Maryland	$134M	-$11.3M	5	0.53%	Reduced
166	Brown Advisory Baltimore, Maryland	$134M	+$34.4M	7	0.28%	Increased
167	Asset Management One Tokyo, Japan	$129M	+$5.8M	7	0.59%	Increased
168	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$127M	+$3.76M	9	1.37%	Increased
169	MAMU Marathon Asset Management (UK) London, United Kingdom	$126M	-$3.23M	1	1.98%	Reduced
170	Macquarie Group Sydney, NSW 2000, Australia	$122M	+$6.99M	10	0.21%	Increased
171	LPL Financial San Diego, California	$121M	-$7.69M	17	0.19%	Reduced
172	Marshall Wace North America New York	$118M	+$5.07M	7	0.76%	Increased
173	Burgundy Asset Management Toronto, Ontario, Canada	$116M	-$3.75M	1	1.32%	Reduced
174	Intact Investment Management Montreal, Quebec, Canada	$116M	+$14.9M	6	4%	Increased
175	Putnam Investments Boston, Massachusetts	$113M	+$32.4M	9	0.22%	Increased