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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	Putnam Investments Boston, Massachusetts	$87M	-$16.7M	7	0.19%	Reduced
227	Baird Financial Group Milwaukee, Wisconsin	$85.9M	+$12.6M	8	0.33%	Increased
228	Martingale Asset Management Boston, Massachusetts	$84.9M	+$14.6M	6	0.89%	Increased
229	Raymond James Financial Services Advisors St. Petersburg, Florida	$84.4M	+$3.58M	10	0.32%	Increased
230	CC Caspian Capital New York	$83.2M	+$11.6M	1	74.18%	Increased
231	YCMGA York Capital Management Global Advisors New York	$82.7M	-$31M	1	3.36%	Reduced
232	EP Elkfork Partners Portland, Oregon	$82M	+$2.2M	8	2%	Increased
233	GHCM Glen Harbor Capital Management San Diego, California	$82M	+$4.5M	9	1.71%	Increased
234	AIG American International Group New York	$81.5M	+$6.12M	12	0.32%	Increased
235	Ninety One (UK) London, United Kingdom	$80.6M	+$7.39M	3	0.31%	Increased
236	Sachem Head Capital Management New York	$80.2M	+$1M	1	8.47%	Increased
237	Susquehanna International Group Bala Cynwyd, Pennsylvania	$79.3M	+$50.2M	16	0.03%	Increased
238	ExodusPoint Capital Management New York	$78M	-$20.9M	6	3.1%	Reduced
239	Royal London Asset Management United Kingdom	$78M	-$2.26M	8	0.74%	Reduced
240	TAM Third Avenue Management New York	$77.8M	-$3.66M	1	6.53%	Reduced
241	MCIM Meadow Creek Investment Management Atlanta, Georgia	$76.9M	+$3.56M	10	1.53%	Increased
242	Carson Wealth (CWM LLC) Omaha, Nebraska	$76.6M	$0	13	0.61%	Maintained
243	Personal Capital Advisors Redwood City, California	$75.8M	+$4.05M	4	0.77%	Increased
244	Westfield Capital Management Boston, Massachusetts	$75.4M	+$74.5M	1	0.57%	Increased
245	MN Services Vermogensbeheer The Hague, Netherlands	$75.3M	+$19.6M	8	0.89%	Increased
246	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$73.8M	-$3.89M	2	4.42%	Reduced
247	VanEck Associates New York	$73.2M	+$7.95M	11	0.35%	Increased
248	CIBC World Markets New York	$73.1M	+$46.6M	7	0.56%	Increased
249	Balyasny Asset Management Chicago, Illinois	$72.6M	-$16.9M	7	0.46%	Reduced
250	Magellan Asset Management Sydney, Australia	$72.5M	+$17.4M	4	0.21%	Increased