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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	CCP Cyrus Capital Partners New York	$169M	-$71.6M	1	40.17%	Reduced
152	ORIO Old Republic International (ORI) Chicago, Illinois	$167M	$0	3	4.16%	Maintained
153	KGI Kopernik Global Investors Tampa, Florida	$166M	-$12.9M	2	22.93%	Reduced
154	Point72 Asset Management Stamford, Connecticut	$165M	+$148M	7	0.81%	Increased
155	STRS Ohio Columbus, Ohio	$165M	+$3.01M	9	0.64%	Increased
156	AGF Investments Inc Toronto, Ontario, Canada	$162M	-$43.7M	6	1.38%	Reduced
157	Gabelli Funds Rye, New York	$160M	-$1.19M	12	1.14%	Reduced
158	MBA Maple-Brown Abbott Barangaroo, Australia	$157M	+$86.8M	2	10.14%	Increased
159	ECP ControlCo Summit, New Jersey	$156M	-$124M	1	12.03%	Reduced
160	RCM Redwood Capital Management New York	$154M	-$102M	1	9.37%	Reduced
161	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$152M	-$22M	10	1.17%	Reduced
162	BNP Paribas Financial Markets Paris, France	$152M	-$91.8M	16	0.28%	Reduced
163	LPL Financial San Diego, California	$147M	+$16.1M	16	0.19%	Increased
164	BRIM Broad Run Investment Management Arlington, Virginia	$144M	-$32.3M	1	9.71%	Reduced
165	Aperio Group Sausalito, California	$144M	-$4.83M	14	0.43%	Reduced
166	State of New Jersey Common Pension Fund D Trenton, New Jersey	$143M	-$6.17M	10	0.51%	Reduced
167	Robeco Institutional Asset Management Rotterdam, Netherlands	$143M	-$41.8M	6	0.38%	Reduced
168	LM Lasry Marc	$142M	-$17M	2	53.84%	Reduced
169	Madison Asset Management Madison, Wisconsin	$140M	+$26.1M	4	2.06%	Increased
170	Susquehanna International Group Bala Cynwyd, Pennsylvania	$139M	+$13.5M	21	0.02%	Increased
171	Burgundy Asset Management Toronto, Ontario, Canada	$137M	-$7.7M	1	1.5%	Reduced
172	Macquarie Group Sydney, NSW 2000, Australia	$137M	+$4.77M	11	0.2%	Increased
173	Lingotto Investment Management London, United Kingdom	$137M	$0	1	16.5%	Maintained
174	MAMU Marathon Asset Management (UK) London, United Kingdom	$135M	-$20.4M	1	1.9%	Reduced
175	Chevy Chase Trust Bethesda, Maryland	$134M	-$5.54M	5	0.48%	Reduced