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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	STRS Ohio Columbus, Ohio	$103M	+$6.58M	11	0.46%	Increased
227	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$102M	-$12M	1	4.36%	Reduced
228	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$101M	-$12.3M	5	38.59%	Reduced
229	Royal London Asset Management United Kingdom	$99.3M	+$10.2M	7	0.32%	Increased
230	Zurich Cantonal Bank Zurich, Switzerland	$96.9M	+$12.4M	22	0.43%	Increased
231	GCM Glendon Capital Management Santa Monica, California	$96.2M	-$21.4M	1	9.3%	Reduced
232	ExodusPoint Capital Management New York	$95.3M	-$34.3M	7	0.91%	Reduced
233	Nomura Asset Management Tokyo, Japan	$95.2M	+$2.86M	12	0.45%	Increased
234	Check Capital Management Costa Mesa, California	$95M	+$865K	1	3.65%	Increased
235	Schroder Investment Management Group London, United Kingdom	$93.3M	-$3.5M	9	0.14%	Reduced
236	Janney Montgomery Scott Philadelphia, Pennsylvania	$92.4M	+$4M	20	0.34%	Increased
237	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$92M	+$4.38M	14	0.66%	Increased
238	MAMU Marathon Asset Management (UK) London, United Kingdom	$91.4M	-$14.5M	2	2.84%	Reduced
239	Guggenheim Capital Chicago, Illinois	$88.9M	-$2.27M	12	0.76%	Reduced
240	Munro Partners Melbourne, Australia	$88.3M	+$12.9M	1	4.45%	Increased
241	Teacher Retirement System of Texas Austin, Texas	$87.4M	+$27.3M	13	0.58%	Increased
242	PointState Capital New York	$87M	-$25.3M	3	1.49%	Reduced
243	Capital International Inc Los Angeles, California	$84.7M	-$6.2M	6	1.62%	Reduced
244	JP Morgan Private Wealth Advisors San Francisco, California	$84.5M	+$49.6M	16	0.24%	Increased
245	Soroban Capital Partners New York	$84M	+$90.8M	1	1.24%	New
246	P3I Progeny 3 Inc Kirkland, Washington	$83.6M	-$983K	1	11.4%	Reduced
247	Amalgamated Bank New York	$83.5M	+$9.53M	17	0.71%	Increased
248	Comerica Bank Dallas, Texas	$81.8M	+$84.1M	17	0.43%	New
249	Fenimore Asset Management Cobleskill, New York	$81.7M	+$497K	2	2.12%	Increased
250	Two Sigma Advisers New York	$81.6M	+$7.66M	6	0.21%	Increased