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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	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$88.5M	-$28.2M	1	4.81%	Reduced
202	Marshall Wace North America New York	$87.3M	-$54.2M	7	0.44%	Reduced
203	STRS Ohio Columbus, Ohio	$86.8M	-$8.02M	9	0.38%	Reduced
204	Teacher Retirement System of Texas Austin, Texas	$86.7M	-$1.94M	10	0.58%	Reduced
205	Alkeon Capital Management New York	$85.8M	-$95.1K	1	0.45%	Reduced
206	LPL Financial San Diego, California	$85.7M	+$31.5M	17	0.24%	Increased
207	T TOBAM Paris, France	$85.6M	+$52M	3	3.52%	Increased
208	Great Lakes Advisors Chicago, Illinois	$84.6M	+$16.7M	2	2.02%	Increased
209	Castle Hook Partners New York	$83.7M	+$69.5M	3	6.01%	Increased
210	FTCM Fir Tree Capital Management New York	$79.9M	+$77.1M	1	3.3%	New
211	CA Cortland Advisers Wilmington, Delaware	$79.6M	+$11.1M	2	3.65%	Increased
212	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$79.5M	-$24.7M	11	0.56%	Reduced
213	Regions Financial Corp Birmingham, Alabama	$79.4M	-$3.64M	13	0.89%	Reduced
214	Fenimore Asset Management Cobleskill, New York	$79.4M	+$652K	2	3.07%	Increased
215	Sessa Capital New York	$78.6M	+$58.9M	1	8.35%	Increased
216	Arizona State Retirement System Phoenix, Arizona	$78.4M	+$902K	8	0.79%	Increased
217	Comerica Bank Dallas, Texas	$77.8M	+$1.33M	14	0.56%	Increased
218	PC Paulson & Co New York	$77M	-$122M	1	1.68%	Reduced
219	Cohen & Steers New York	$77M	+$36.2M	2	0.24%	Increased
220	Anchor Capital Advisors Boston, Massachusetts	$76.4M	-$1.7M	2	2.66%	Reduced
221	London Company of Virginia Richmond, Virginia	$76.4M	-$10.1M	1	0.61%	Reduced
222	Vaughan Nelson Investment Management Houston, Texas	$75.9M	+$40.5M	3	0.93%	Increased
223	Swiss Life Asset Management Zurich,	$74.2M	+$58.5M	7	1.3%	Increased
224	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$73.8M	+$6.89M	1	3.15%	Increased
225	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$73.7M	-$13.3M	7	0.71%	Reduced