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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
201	Los Angeles Capital Management Los Angeles, California	$443M	+$75.8M	22	1.63%	Increased
202	Aberdeen Group Edinburgh, United Kingdom	$441M	-$97.6M	12	0.62%	Reduced
203	Westfield Capital Management Boston, Massachusetts	$440M	+$53.1M	6	1.44%	Increased
204	Winslow Capital Management Minneapolis, Minnesota	$424M	-$177M	1	1.46%	Reduced
205	Mawer Investment Management Calgary, Alberta, Canada	$424M	-$46.8M	2	2.88%	Reduced
206	Sessa Capital New York	$413M	$0	1	6.91%	Maintained
207	Mirae Asset Global Investments Seoul, South Korea	$409M	-$12.3M	23	0.6%	Reduced
208	Squarepoint New York	$402M	-$70M	28	0.45%	Reduced
209	Marex Group London,	$399M	+$110M	22	1.69%	Increased
210	Alyeska Investment Group Chicago, Illinois	$398M	+$218M	9	1.03%	Increased
211	Picton Mahoney Asset Management Toronto, Ontario, Canada	$393M	+$63.6M	16	2.91%	Increased
212	Fifth Third Bancorp Cincinnati, Ohio	$387M	+$11.5M	26	0.63%	Increased
213	Regents of the University of California Oakland, California	$382M	$0	1	8.76%	Maintained
214	British Columbia Investment Management Victoria, British Columbia, Canada	$380M	+$71.9M	15	2.38%	Increased
215	STRS Ohio Columbus, Ohio	$378M	-$14.7M	20	1.42%	Reduced
216	Check Capital Management Costa Mesa, California	$377M	+$198M	2	5.01%	Increased
217	Cerity Partners New York	$375M	+$34.2M	23	0.45%	Increased
218	Baillie Gifford & Co Edinburgh, United Kingdom	$375M	+$79.3M	3	0.34%	Increased
219	Nomura Asset Management Tokyo, Japan	$373M	+$40.9M	16	0.8%	Increased
220	Gabelli Funds Rye, New York	$371M	+$7.93M	19	2.37%	Increased
221	Qube Research & Technologies (QRT) London, United Kingdom	$370M	-$255M	13	0.34%	Reduced
222	Select Equity Group New York	$369M	+$188M	3	1.82%	Increased
223	Tortoise Capital Advisors Overland Park, Kansas	$367M	+$72.5M	5	3.73%	Increased
224	Macquarie Group Sydney, NSW 2000, Australia	$363M	+$59.5M	15	1.57%	Increased
225	NewEdge Advisors New Orleans, Louisiana	$362M	+$18M	35	1.08%	Increased