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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	AGF Investments Inc Toronto, Ontario, Canada	$145M	-$31.9M	5	1.38%	Reduced
177	Truist Financial Charlotte, North Carolina	$145M	-$197K	12	0.28%	Reduced
178	Chevy Chase Trust Bethesda, Maryland	$143M	+$14.1M	7	0.61%	Increased
179	Natixis Advisors Boston, Massachusetts	$143M	+$10.5M	12	0.6%	Increased
180	Personal Capital Advisors Redwood City, California	$142M	+$2.76M	3	0.77%	Increased
181	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$141M	+$1.91M	11	0.64%	Increased
182	Commonwealth Equity Services Waltham, Massachusetts	$141M	-$420K	20	0.36%	Reduced
183	SEI Investments Oaks, Pennsylvania	$141M	+$12M	14	0.31%	Increased
184	Marshall Wace London, United Kingdom	$140M	-$47M	9	0.31%	Reduced
185	Snyder Capital Management San Francisco, California	$136M	+$15.7M	1	3.48%	Increased
186	Synovus Financial Columbus, Georgia	$136M	-$8.01M	8	1.66%	Reduced
187	MAMU Marathon Asset Management (UK) London, United Kingdom	$135M	-$51.9M	2	4.02%	Reduced
188	Hotchkis & Wiley Capital Management Los Angeles, California	$134M	-$14.2M	2	0.58%	Reduced
189	Madison Asset Management Madison, Wisconsin	$132M	-$968K	4	2.23%	Reduced
190	Panagora Asset Management Boston, Massachusetts	$132M	+$17M	11	0.92%	Increased
191	Osaic Holdings Scottsdale, Arizona	$132M	+$6.46M	33	0.3%	Increased
192	Jane Street New York	$129M	-$14.4M	30	0.06%	Reduced
193	Select Equity Group New York	$128M	-$20M	2	0.45%	Reduced
194	Two Sigma Advisers New York	$124M	-$29.3M	8	0.36%	Reduced
195	AC Alleghany Corporation New York	$123M	$0	1	5.55%	Maintained
196	Munro Partners Melbourne, Australia	$123M	+$26.1M	1	7.28%	Increased
197	Addenda Capital Montreal, Quebec, Canada	$121M	-$1.6M	2	5.52%	Reduced
198	SCM Segra Capital Management Palm Beach, Florida	$120M	+$18M	5	100%	Increased
199	JP Morgan Private Wealth Advisors San Francisco, California	$119M	-$4.4M	15	0.31%	Reduced
200	Fenimore Asset Management Cobleskill, New York	$117M	-$6.37M	2	3.38%	Reduced