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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	Treasurer of the State of North Carolina Raleigh, North Carolina	$90.6M	-$1.86M	9	0.53%	Reduced
227	Wedge Capital Management Charlotte, North Carolina	$90.5M	-$8.64M	4	1.11%	Reduced
228	Aviva London, United Kingdom	$90M	-$1.79M	8	0.39%	Reduced
229	Capital Advisors Inc Tulsa, Oklahoma	$88.1M	+$4.81M	3	2.64%	Increased
230	Virginia Retirement Systems Richmond, Virginia	$87.8M	-$29.5M	5	0.86%	Reduced
231	Hamlin Capital Management New York	$87.8M	-$129K	1	3.46%	Reduced
232	Holocene Advisors New York	$87.3M	+$14.9M	7	0.49%	Increased
233	GCM Glendon Capital Management Santa Monica, California	$87.3M	-$2.59M	2	5.65%	Reduced
234	Janney Montgomery Scott Philadelphia, Pennsylvania	$86.7M	+$2.67M	12	0.38%	Increased
235	QI QV Investors Calgary, Alberta, Canada	$86.4M	+$80.5M	2	5.28%	New
236	Zacks Investment Management Chicago, Illinois	$86.1M	+$4.7M	2	1.39%	Increased
237	Robeco Institutional Asset Management Rotterdam, Netherlands	$84.3M	-$27.6M	6	0.19%	Reduced
238	Vaughan David Investments Peoria, Illinois	$84.1M	+$3.31M	3	2.63%	Increased
239	Jane Street New York	$83.9M	+$36.4M	21	0.03%	Increased
240	Tocqueville Asset Management New York	$83.3M	+$4.91M	3	1.2%	Increased
241	Hennessy Advisors Inc Novato, California	$83.1M	-$641K	6	4.62%	Reduced
242	Snyder Capital Management San Francisco, California	$82.7M	-$994K	1	2.31%	Reduced
243	Putnam Investments Boston, Massachusetts	$82.4M	-$13.1M	7	0.13%	Reduced
244	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$82.3M	+$1.43M	3	3.8%	Increased
245	Guggenheim Capital Chicago, Illinois	$81.1M	-$88.3K	11	0.48%	Reduced
246	OWIM Old West Investment Management Los Angeles, California	$79.2M	+$3.61M	5	16.38%	Increased
247	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$78.6M	-$3.16M	1	9.95%	Reduced
248	Cubist Systematic Strategies Stamford, Connecticut	$78.4M	+$21.7M	17	0.88%	Increased
249	Magellan Asset Management Sydney, Australia	$77.9M	-$4.1M	4	0.15%	Reduced
250	AssetMark Inc Concord, California	$77.8M	+$55.8M	7	0.36%	Increased