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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	Man Group London, United Kingdom	$169M	+$162M	13	0.47%	New
177	State of Tennessee, Department of Treasury Nashville, Tennessee	$169M	+$17.5M	13	0.66%	Increased
178	VanEck Associates New York	$169M	+$14.4M	18	0.31%	Increased
179	CIBC Private Wealth Group Atlanta, Georgia	$169M	-$14.9M	10	0.36%	Reduced
180	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$168M	-$36.3M	5	3.05%	Reduced
181	Empower Advisory Group Greenwood Village, Colorado	$167M	+$5.95M	3	0.66%	Increased
182	Allianz Asset Management Munich, Germany	$166M	-$15.3M	10	0.27%	Reduced
183	State of New Jersey Common Pension Fund D Trenton, New Jersey	$165M	+$1.06M	12	0.55%	Increased
184	Anchor Capital Advisors Boston, Massachusetts	$164M	-$10.7M	4	4.32%	Reduced
185	Brown Advisory Baltimore, Maryland	$161M	-$2.98M	9	0.23%	Reduced
186	London Company of Virginia Richmond, Virginia	$159M	-$18.3M	1	0.89%	Reduced
187	MBA Maple-Brown Abbott Barangaroo, Australia	$157M	+$17.8M	2	16%	Increased
188	AGF Management Toronto, Ontario, Canada	$156M	-$34.7M	10	0.92%	Reduced
189	Commonwealth Equity Services Waltham, Massachusetts	$156M	-$2M	20	0.29%	Reduced
190	NHAS Novo Holdings A/S Hellerup, Denmark	$156M	$0	1	9.61%	Maintained
191	DFO Duquesne Family Office New York	$154M	+$33.2M	3	4.59%	Increased
192	ArrowMark Colorado Holdings Denver, Colorado	$148M	-$17.3M	6	1.64%	Reduced
193	Laurion Capital Management New York	$145M	-$28.4M	2	1.23%	Reduced
194	Guardian Capital (Canada) Toronto, Ontario, Canada	$145M	-$7.31M	3	5.2%	Reduced
195	Addenda Capital Montreal, Quebec, Canada	$145M	+$739K	2	5.65%	Increased
196	Capital Advisors Inc Tulsa, Oklahoma	$144M	+$846K	4	3.23%	Increased
197	SSM Sound Shore Management Greenwich, Connecticut	$143M	-$27.2M	2	4.97%	Reduced
198	Perpetual Ltd Sydney, New South Wales, Australia	$143M	-$45.8M	7	1.48%	Reduced
199	Epoch Investment Partners New York	$141M	+$478K	5	0.64%	Increased
200	Chevy Chase Trust Bethesda, Maryland	$141M	-$727K	7	0.51%	Reduced