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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	Confluence Investment Management St. Louis, Missouri	$277M	-$4.59M	7	3.95%	Reduced
227	Panagora Asset Management Boston, Massachusetts	$276M	-$71.6M	12	1.11%	Reduced
228	Danske Bank Copenhagen K, Denmark	$274M	+$409K	15	0.68%	Increased
229	Quantinno Capital Management New York	$273M	+$87.8M	21	0.75%	Increased
230	Creative Planning Overland Park, Kansas	$272M	+$30.7M	29	0.21%	Increased
231	Railway Pension Investments London, United Kingdom	$271M	-$75.3M	2	3.67%	Reduced
232	APG Asset Management Amsterdam, Netherlands	$269M	-$55K	9	0.76%	Reduced
233	Balyasny Asset Management Chicago, Illinois	$268M	-$272M	21	0.34%	Reduced
234	State of New Jersey Common Pension Fund D Trenton, New Jersey	$261M	+$15.5M	19	0.96%	Increased
235	Waverton Investment Management London, United Kingdom	$258M	-$35.1M	1	3.33%	Reduced
236	UniSuper Management Melbourne, Victoria, Australia	$257M	+$40.5M	10	1.57%	Increased
237	OCAM Owl Creek Asset Management New York	$254M	+$63.1M	6	8.08%	Increased
238	SA Situational Awareness San Francisco, California	$252M	-$100M	1	6.1%	Reduced
239	Cambridge Investment Research Advisors Fairfield, Iowa	$250M	+$28.7M	31	0.69%	Increased
240	AIM Allen Investment Management New York	$248M	-$32.6M	3	2.76%	Reduced
241	Sachem Head Capital Management New York	$247M	-$415M	1	6.97%	Reduced
242	Appaloosa LP Short Hills, New Jersey	$244M	-$110M	1	3.3%	Reduced
243	Teacher Retirement System of Texas Austin, Texas	$243M	-$14M	18	0.98%	Reduced
244	Blackstone Inc New York	$242M	-$119M	6	0.97%	Reduced
245	P3I Progeny 3 Inc Kirkland, Washington	$242M	+$31.3M	2	12.46%	Increased
246	GCM Glendon Capital Management Santa Monica, California	$241M	-$10.6M	2	13.16%	Reduced
247	MetLife Investment Management Whippany, New Jersey	$240M	-$3.23M	24	1.15%	Reduced
248	ProShare Advisors Bethesda, Maryland	$240M	-$27.9M	22	0.5%	Reduced
249	Los Angeles Capital Management Los Angeles, California	$239M	+$146M	13	0.81%	Increased
250	CCM Carronade Capital Management Darien, Connecticut	$239M	+$6.5M	1	5.51%	Increased