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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
226	Bessemer Group Woodbridge, New Jersey	$86.3M	+$3.33M	10	0.33%	Increased
227	NM Newtyn Management New York	$86.3M	+$31.2M	1	16.31%	Increased
228	HP Hound Partners New York	$86.2M	-$42M	1	3.71%	Reduced
229	BNP Paribas Financial Markets Paris, France	$86M	-$56M	17	0.19%	Reduced
230	Regions Financial Corp Birmingham, Alabama	$85.8M	-$904K	14	0.99%	Reduced
231	TAM Third Avenue Management New York	$80.1M	-$44M	1	6.2%	Reduced
232	Railway Pension Investments London, United Kingdom	$79.2M	+$28.4M	6	1.11%	Increased
233	Raymond James Financial Services Advisors St. Petersburg, Florida	$78.8M	+$3.07M	10	0.33%	Increased
234	GAMCO Investors Greenwich, Connecticut	$78.5M	-$447K	2	0.6%	Reduced
235	Axa Paris, France	$78.2M	-$15.4M	8	0.31%	Reduced
236	Royal London Asset Management United Kingdom	$77.8M	-$1.36M	8	0.61%	Reduced
237	EP Elkfork Partners Portland, Oregon	$77.8M	+$1.9M	7	1.95%	Increased
238	Carson Wealth (CWM LLC) Omaha, Nebraska	$76.6M	+$58M	13	0.61%	Increased
239	London Company of Virginia Richmond, Virginia	$76.3M	-$29.4K	1	0.65%	Reduced
240	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$76M	-$3.57M	12	0.69%	Reduced
241	GHCM Glen Harbor Capital Management San Diego, California	$75.7M	+$3.36M	8	1.63%	Increased
242	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$75.4M	-$6.4M	2	4.47%	Reduced
243	Natixis Paris, France	$74.7M	+$61.2M	3	0.47%	Increased
244	Ninety One (UK) London, United Kingdom	$73.7M	+$28.4M	3	0.29%	Increased
245	AIG American International Group New York	$72.5M	+$1.26M	12	0.28%	Increased
246	MCIM Meadow Creek Investment Management Atlanta, Georgia	$72.3M	+$5.6M	9	1.47%	Increased
247	Ariel Investments Chicago, Illinois	$72.3M	-$23.6M	2	0.9%	Reduced
248	BB&T Securities Richmond, Virginia	$71.9M	+$8.32M	9	0.69%	Increased
249	Squarepoint New York	$71.8M	-$16.2M	8	0.76%	Reduced
250	MP MFN Partners Boston, Massachusetts	$71.2M	+$47.7M	1	11.48%	Increased