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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	Swedbank Stockholm, Sweden	$385M	-$50.9M	6	0.43%	Reduced
177	Temasek Holdings Singapore	$383M	-$10.2M	5	1.47%	Reduced
178	Verition Fund Management Greenwich, Connecticut	$376M	+$108M	26	1.68%	Increased
179	Truist Financial Charlotte, North Carolina	$376M	-$1.98M	21	0.55%	Reduced
180	Chevy Chase Trust Bethesda, Maryland	$376M	+$46.5M	10	1.09%	Increased
181	Regents of the University of California Oakland, California	$370M	$0	1	31.37%	Maintained
182	Westfield Capital Management Boston, Massachusetts	$369M	-$86M	4	1.55%	Reduced
183	Encompass Capital Advisors New York	$369M	+$67.1M	7	13.46%	Increased
184	PNC Financial Services Group Pittsburgh, Pennsylvania	$367M	-$6.77M	32	0.24%	Reduced
185	ECP Electron Capital Partners New York	$366M	-$66.2M	4	19.6%	Reduced
186	TD Waterhouse Canada Toronto, Ontario, Canada	$366M	-$5.12M	28	2.62%	Reduced
187	Jacobs Levy Equity Management Florham Park, New Jersey	$361M	+$185M	6	1.42%	Increased
188	WCM Investment Management Laguna Beach, California	$351M	+$6.46M	3	0.8%	Increased
189	SA Situational Awareness San Francisco, California	$350M	+$117M	2	16.48%	Increased
190	Appaloosa LP Short Hills, New Jersey	$349M	-$74M	1	5.41%	Reduced
191	Canada Life Winnipeg, Manitoba, Canada	$346M	+$20.4M	14	0.55%	Increased
192	Railway Pension Investments London, United Kingdom	$345M	+$10.2M	5	4.87%	Increased
193	Sessa Capital New York	$343M	+$95.9M	1	10.03%	Increased
194	Cetera Investment Advisers Schaumburg, Illinois	$340M	+$21.6M	33	0.57%	Increased
195	Eventide Asset Management Boston, Massachusetts	$336M	-$15.9M	7	5.88%	Reduced
196	Beutel, Goodman & Co Toronto, Ontario, Canada	$332M	-$10.3M	3	1.89%	Reduced
197	Treasurer of the State of North Carolina Raleigh, North Carolina	$331M	+$36.9M	12	1.06%	Increased
198	Empower Advisory Group Greenwood Village, Colorado	$329M	+$17.8M	5	0.99%	Increased
199	BNP Paribas Asset Management Paris, France	$328M	-$34.7M	19	0.8%	Reduced
200	Munro Partners Melbourne, Australia	$327M	-$40.5M	5	10.17%	Reduced