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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	Check Capital Management Costa Mesa, California	$97.2M	+$9.53M	1	4.34%	Increased
227	Fenimore Asset Management Cobleskill, New York	$94.8M	+$1.24M	2	2.47%	Increased
228	STRS Ohio Columbus, Ohio	$94.3M	+$20.9M	10	0.41%	Increased
229	Aberdeen Group Edinburgh, United Kingdom	$94.2M	+$9.12M	8	0.24%	Increased
230	Aviva London, United Kingdom	$92.4M	-$44.3M	8	0.42%	Reduced
231	Intact Investment Management Montreal, Quebec, Canada	$92.3M	+$67.6M	7	3.8%	Increased
232	Janney Montgomery Scott Philadelphia, Pennsylvania	$92.2M	+$2.93M	20	0.38%	Increased
233	ExodusPoint Capital Management New York	$91.8M	+$20M	8	0.76%	Increased
234	Voloridge Investment Management Jupiter, Florida	$90.8M	-$85.8M	5	0.45%	Reduced
235	Guggenheim Capital Chicago, Illinois	$90.7M	-$9.7M	12	0.76%	Reduced
236	5NCM 59 North Capital Management Houston, Texas	$89.2M	+$64.8M	1	13.06%	Increased
237	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$88.2M	+$6.12M	14	0.64%	Increased
238	Nomura Asset Management Tokyo, Japan	$87.5M	+$1.16M	12	0.46%	Increased
239	GCM Glendon Capital Management Santa Monica, California	$86.6M	$0	1	8.49%	Maintained
240	AIG American International Group New York	$85.7M	+$143K	17	0.56%	Increased
241	TAM Timucuan Asset Management Jacksonville, Florida	$85.4M	-$118K	1	3.57%	Reduced
242	Brown Advisory Baltimore, Maryland	$84.7M	+$11.1M	8	0.14%	Increased
243	ArrowMark Colorado Holdings Denver, Colorado	$82.8M	+$4.63M	4	0.94%	Increased
244	NHAS Novo Holdings A/S Hellerup, Denmark	$82.1M	$0	1	5.42%	Maintained
245	Farallon Capital Management San Francisco, California	$81.9M	-$2.37M	2	0.45%	Reduced
246	Schroder Investment Management Group London, United Kingdom	$81.5M	-$4.61M	8	0.12%	Reduced
247	Zurich Cantonal Bank Zurich, Switzerland	$79.7M	+$4.54M	21	0.39%	Increased
248	SCP SailingStone Capital Partners Houston, Texas	$78.5M	+$1.17M	2	27.97%	Increased
249	Jefferies Financial Group New York	$77.8M	+$1.28M	5	0.63%	Increased
250	SCM Shapiro Capital Management Atlanta, Georgia	$77.6M	+$31.3K	1	1.98%	Increased