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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	Commonwealth Equity Services Waltham, Massachusetts	$150M	+$2.89M	19	0.39%	Increased
177	Man Group London, United Kingdom	$149M	-$137M	0	–	Closed
178	OMERS Administration Corp Toronto, Ontario, Canada	$147M	$0	1	2.12%	Maintained
179	Hotchkis & Wiley Capital Management Los Angeles, California	$146M	-$191M	2	0.58%	Reduced
180	Madison Asset Management Madison, Wisconsin	$146M	-$4.18M	3	2.28%	Reduced
181	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$144M	-$7.95M	11	0.61%	Reduced
182	Susquehanna International Group Bala Cynwyd, Pennsylvania	$144M	-$57.2M	24	0.04%	Reduced
183	AC Alleghany Corporation New York	$142M	$0	1	5.38%	Maintained
184	Swedbank Stockholm, Sweden	$141M	+$39.1M	3	0.32%	Increased
185	Natixis Advisors Boston, Massachusetts	$140M	+$1.06M	11	0.61%	Increased
186	Epoch Investment Partners New York	$139M	-$16.4M	5	0.82%	Reduced
187	HighTower Advisors Chicago, Illinois	$139M	+$12.6M	18	0.36%	Increased
188	SEI Investments Oaks, Pennsylvania	$137M	+$35M	14	0.3%	Increased
189	BAMCO Inc New York	$137M	-$15.5M	2	0.44%	Reduced
190	Chevy Chase Trust Bethesda, Maryland	$135M	+$608K	6	0.56%	Increased
191	River Road Asset Management Louisville, Kentucky	$135M	-$47.6M	2	1.9%	Reduced
192	Mitsubishi UFJ Asset Management Tokyo, Japan	$135M	+$11.5M	9	0.6%	Increased
193	Jane Street New York	$134M	-$21.8M	29	0.06%	Reduced
194	Fenimore Asset Management Cobleskill, New York	$134M	-$632K	2	3.77%	Reduced
195	Snyder Capital Management San Francisco, California	$133M	+$8.21M	1	3.61%	Increased
196	Osaic Holdings Scottsdale, Arizona	$132M	+$12.2M	34	0.29%	Increased
197	NHAS Novo Holdings A/S Hellerup, Denmark	$130M	$0	1	6.4%	Maintained
198	Pendal Group Sydney, Australia	$127M	+$61.9M	5	1.25%	Increased
199	BRIM Broad Run Investment Management Arlington, Virginia	$126M	-$13.4M	1	11.49%	Reduced
200	Assenagon Asset Management Senningerberg, Luxembourg	$126M	+$115M	8	0.47%	Increased