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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	5NCM 59 North Capital Management Houston, Texas	$117M	-$7.95M	1	9.46%	Reduced
227	STRS Ohio Columbus, Ohio	$116M	+$3.75M	13	0.48%	Increased
228	Royal London Asset Management United Kingdom	$114M	+$1.49M	7	0.33%	Increased
229	Raymond James Financial Services Advisors St. Petersburg, Florida	$114M	-$1.71M	22	0.19%	Reduced
230	Squarepoint New York	$113M	+$51.2M	18	0.21%	Increased
231	GCM Glendon Capital Management Santa Monica, California	$112M	$0	1	8.44%	Maintained
232	Asset Management One Tokyo, Japan	$110M	-$6.47M	8	0.44%	Reduced
233	Fiera Capital (Canada) Montreal, Quebec, Canada	$109M	-$121M	4	0.33%	Reduced
234	Zurich Cantonal Bank Zurich, Switzerland	$106M	-$1.36M	22	0.41%	Reduced
235	Locust Wood Capital Advisers New York	$105M	+$36.4M	1	4%	Increased
236	Fenimore Asset Management Cobleskill, New York	$104M	-$473K	1	2.42%	Reduced
237	Tortoise Capital Advisors Overland Park, Kansas	$104M	-$14.5M	5	1.6%	Reduced
238	Two Sigma Advisers New York	$103M	+$14.4M	9	0.24%	Increased
239	SCM Segra Capital Management Palm Beach, Florida	$103M	-$48.1M	3	82.71%	Reduced
240	Schonfeld Strategic Advisors New York	$103M	-$10.2M	10	0.68%	Reduced
241	Schroder Investment Management Group London, United Kingdom	$102M	+$3M	8	0.13%	Increased
242	BFM Blacksheep Fund Management Co. Dublin, Ireland	$102M	+$86.4M	1	40.29%	New
243	Janney Montgomery Scott Philadelphia, Pennsylvania	$101M	+$1.57M	21	0.33%	Increased
244	TAM Timucuan Asset Management Jacksonville, Florida	$101M	-$2.74M	1	3.52%	Reduced
245	MAMU Marathon Asset Management (UK) London, United Kingdom	$98.7M	-$14M	2	2.77%	Reduced
246	Madison Asset Management Madison, Wisconsin	$97.3M	+$473K	2	1.32%	Increased
247	Railway Pension Investments London, United Kingdom	$97M	+$61.3M	3	1%	Increased
248	Munro Partners Melbourne, Australia	$96.3M	+$1.32M	2	4.31%	Increased
249	AssetMark Inc Concord, California	$95.8M	+$32.4M	10	0.35%	Increased
250	Guggenheim Capital Chicago, Illinois	$95.7M	+$348K	12	0.72%	Increased