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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
251	KCM Kingstown Capital Management New York	$48.7M	-$8.29M	1	7.29%	Reduced
252	Capital Guardian Trust Los Angeles, California	$48.6M	-$4.73M	6	0.33%	Reduced
253	GC Greenlight Capital New York	$48.3M	-$77.7M	1	0.67%	Reduced
254	SM Seminole Management New York	$48M	+$33.9M	1	2.31%	Increased
255	Addenda Capital Montreal, Quebec, Canada	$47.3M	+$2.49M	2	4.01%	Increased
256	Baird Milwaukee, Wisconsin	$47.1M	-$211K	6	0.66%	Reduced
257	Martingale Asset Management Boston, Massachusetts	$46.8M	-$1.06M	6	1.46%	Reduced
258	Synovus Financial Columbus, Georgia	$46.4M	+$2.43M	10	1.31%	Increased
259	Westwood Holdings Group Dallas, Texas	$46.3M	+$6.55M	1	0.34%	Increased
260	LPL Financial San Diego, California	$46M	+$546K	14	0.27%	Increased
261	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$45.7M	+$2.18M	6	1.35%	Increased
262	SCM Stevens Capital Management Radnor, Pennsylvania	$45.4M	+$15M	5	1.22%	Increased
263	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$45.3M	+$392K	1	1.12%	Increased
264	VAM Visium Asset Management New York	$45.1M	+$28.5M	8	0.7%	Increased
265	Soros Fund Management New York	$44.9M	-$24.4M	2	0.34%	Reduced
266	Los Angeles Capital Management Los Angeles, California	$44.3M	+$6.58M	9	0.43%	Increased
267	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$44.3M	+$307K	8	0.92%	Increased
268	Silvercrest Asset Management New York	$44.2M	+$4.11M	5	0.66%	Increased
269	ING Group Amsterdam, Netherlands	$44.1M	-$75.4M	5	0.22%	Reduced
270	NAM Nexus Asset Management New York	$43.9M	+$23.9M	2	7.08%	Increased
271	Donald Smith & Co New York	$43.9M	-$4.19M	1	0.82%	Reduced
272	RRC Red Rocks Capital Denver, Colorado	$43.7M	+$5.12M	1	12.04%	Increased
273	Fjarde Ap-fonden Stockholm, Sweden	$43.5M	-$1.32M	7	0.87%	Reduced
274	London Company of Virginia Richmond, Virginia	$43.5M	+$5.48M	1	0.48%	Increased
275	DFO Duquesne Family Office New York	$42.8M	+$14.7M	2	3.06%	Increased