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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	CC Carlson Capital Dallas, Texas	$105M	-$13.2M	3	1.9%	Reduced
202	AMF Tjänstepension Stockholm, Sweden	$104M	-$10.2M	2	1.07%	Reduced
203	State of Alaska Department of Revenue Juneau, Alaska	$103M	+$31.8M	7	1.39%	Increased
204	BAMCO Inc New York	$102M	+$38.2M	2	0.42%	Increased
205	SG Americas Securities New York	$101M	+$25.1M	14	0.83%	Increased
206	ING Group Amsterdam, Netherlands	$101M	+$89M	5	2.57%	Increased
207	VanEck Associates New York	$99.9M	+$24M	12	0.47%	Increased
208	MUFG Securities EMEA London, United Kingdom	$99.1M	+$673K	4	1.18%	Increased
209	CIBC Private Wealth Group Atlanta, Georgia	$99M	+$32.7M	5	0.35%	Increased
210	Arizona State Retirement System Phoenix, Arizona	$98.6M	-$168K	7	1.2%	Reduced
211	Susquehanna International Group Bala Cynwyd, Pennsylvania	$98M	+$35.1M	16	0.03%	Increased
212	Mirae Asset Global Investments Seoul, South Korea	$96.1M	+$8.91M	14	0.67%	Increased
213	Regions Financial Corp Birmingham, Alabama	$94.8M	-$170K	7	1.05%	Reduced
214	Artisan Partners Milwaukee, Wisconsin	$94.5M	-$131M	2	0.18%	Reduced
215	Guggenheim Capital Chicago, Illinois	$93.6M	-$11.5M	10	0.75%	Reduced
216	Raymond James Financial Services Advisors St. Petersburg, Florida	$93.5M	+$3.09M	12	0.34%	Increased
217	Aviva London, United Kingdom	$91.3M	-$4.67M	10	0.62%	Reduced
218	EP Elkfork Partners Portland, Oregon	$91.1M	+$1.92M	8	2.22%	Increased
219	Lingotto Investment Management London, United Kingdom	$91M	+$30M	1	17.85%	Increased
220	GHCM Glen Harbor Capital Management San Diego, California	$90.3M	+$1.68M	9	1.88%	Increased
221	Ninety One (UK) London, United Kingdom	$89.2M	-$7.43M	2	0.35%	Reduced
222	CAM Camden Asset Management Los Angeles, California	$88.9M	+$87.1M	1	2.93%	New
223	SCM Steadfast Capital Management New York	$88.5M	+$27.3M	1	1.21%	Increased
224	Select Equity Group New York	$88.4M	-$11.9M	1	0.6%	Reduced
225	CP Centerbridge Partners New York	$88.3M	-$12.1M	1	16.04%	Reduced