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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
176	Addenda Capital Montreal, Quebec, Canada	$135M	-$5.97M	1	6.35%	Reduced
177	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$135M	+$4.08M	10	0.48%	Increased
178	State of New Jersey Common Pension Fund D Trenton, New Jersey	$135M	-$4M	11	0.44%	Reduced
179	SG Americas Securities New York	$134M	+$66.2M	15	0.62%	Increased
180	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$134M	+$37.8M	9	1.5%	Increased
181	ExodusPoint Capital Management New York	$132M	-$25.6M	11	1.46%	Reduced
182	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$132M	-$16.5M	4	0.42%	Reduced
183	AC Alleghany Corporation New York	$131M	$0	1	3.9%	Maintained
184	Marshall Wace North America New York	$130M	+$87.1M	9	0.54%	Increased
185	SSM Sound Shore Management Greenwich, Connecticut	$128M	+$6.78M	1	3.56%	Increased
186	OCAM Owl Creek Asset Management New York	$127M	-$52M	1	5.81%	Reduced
187	Personal Capital Advisors Redwood City, California	$126M	+$18.6M	3	0.66%	Increased
188	Asset Management One Tokyo, Japan	$125M	-$8.05M	8	0.46%	Reduced
189	Check Capital Management Costa Mesa, California	$121M	-$1.47M	1	5.47%	Reduced
190	LM Lasry Marc	$119M	$0	1	55.1%	Maintained
191	Chevy Chase Trust Bethesda, Maryland	$118M	-$6.33M	5	0.4%	Reduced
192	Commonwealth Equity Services Waltham, Massachusetts	$117M	-$2.96M	11	0.3%	Reduced
193	Kayne Anderson Capital Advisors Los Angeles, California	$117M	+$5.16M	4	3.32%	Increased
194	Raymond James Financial Services Advisors St. Petersburg, Florida	$116M	+$4.16M	18	0.24%	Increased
195	Manning & Napier Group Fairport, New York	$116M	-$1.94M	1	0.95%	Reduced
196	BAMCO Inc New York	$116M	+$15.8M	1	0.27%	Increased
197	HighTower Advisors Chicago, Illinois	$116M	+$13M	17	0.33%	Increased
198	NI Natural Investments Windsor, California	$115M	-$2.85M	1	23.47%	Reduced
199	AGC Angelo Gordon & Co New York	$114M	+$12.6M	1	5.85%	Increased
200	Pendal Group Sydney, Australia	$113M	+$1.81M	7	1.03%	Increased