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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	DCM DME Capital Management New York	$328M	+$171M	2	12.91%	Increased
202	STRS Ohio Columbus, Ohio	$327M	-$5.68M	20	1.2%	Reduced
203	Robeco Institutional Asset Management Rotterdam, Netherlands	$326M	+$95.3M	7	0.47%	Increased
204	Vident Advisory Alpharetta, Georgia	$324M	-$13.4M	25	3.1%	Reduced
205	ACG Aventail Capital Group New York	$323M	-$12M	12	15%	Reduced
206	Munro Partners Melbourne, Australia	$319M	-$35.4M	4	8.64%	Reduced
207	Westfield Capital Management Boston, Massachusetts	$312M	-$106M	3	1.31%	Reduced
208	Capital Advisors Inc Tulsa, Oklahoma	$311M	-$34.3M	6	5.21%	Reduced
209	Gabelli Funds Rye, New York	$307M	-$4.28M	16	2.08%	Reduced
210	L1 Capital Melbourne VIC 3000, Australia	$305M	+$8.36M	2	19.25%	Increased
211	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$305M	+$203M	11	0.55%	Increased
212	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$303M	-$8.27M	3	11.13%	Reduced
213	Janney Montgomery Scott Philadelphia, Pennsylvania	$301M	+$2.14M	26	0.71%	Increased
214	London Company of Virginia Richmond, Virginia	$300M	-$3.87M	1	1.65%	Reduced
215	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$299M	+$9.28M	20	0.95%	Increased
216	Nomura Asset Management Tokyo, Japan	$298M	+$2.84M	14	0.78%	Increased
217	Mizuho Markets Americas New York	$298M	+$179M	4	5.6%	Increased
218	Picton Mahoney Asset Management Toronto, Ontario, Canada	$293M	-$3.52M	14	2.64%	Reduced
219	British Columbia Investment Management Victoria, British Columbia, Canada	$287M	+$40.1M	14	1.65%	Increased
220	Snyder Capital Management San Francisco, California	$287M	-$14.2M	1	5.42%	Reduced
221	Magellan Asset Management Sydney, Australia	$285M	-$34.9M	5	3.38%	Reduced
222	DnB Asset Management Oslo, Norway	$283M	+$29.7M	15	1.06%	Increased
223	Retirement Systems of Alabama Montgomery, Alabama	$280M	+$17.5M	13	0.93%	Increased
224	Mirae Asset Global Investments Seoul, South Korea	$278M	+$56.4M	18	0.87%	Increased
225	Asset Management One Tokyo, Japan	$278M	-$869K	9	0.8%	Reduced