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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	NSCM New South Capital Management Memphis, Tennessee	$48.6M	-$256K	1	1.25%	Reduced
252	Pinnacle Associates New York	$48.5M	-$1.88M	4	0.9%	Reduced
253	UBS O'Connor Chicago, Illinois	$47.9M	+$17.8M	4	0.4%	Increased
254	Victory Capital Management San Antonio, Texas	$46.8M	+$27.8M	8	0.17%	Increased
255	BAMCO Inc New York	$46.7M	+$512K	1	0.18%	Increased
256	London Company of Virginia Richmond, Virginia	$46.2M	+$6.39M	1	0.4%	Increased
257	Winton Group London, United Kingdom	$45.8M	-$13.5M	3	0.42%	Reduced
258	First Pacific Advisors El Segundo, California	$45.5M	+$607K	1	0.37%	Increased
259	Highbridge Capital Management New York	$45.4M	+$32.9M	5	0.57%	Increased
260	ARC Absolute Return Capital Boston, Massachusetts	$44.7M	-$19.9M	4	1.78%	Reduced
261	LPL Financial San Diego, California	$44.3M	-$873K	15	0.22%	Reduced
262	MAMU Marathon Asset Management (UK) London, United Kingdom	$44.3M	-$750K	1	1.01%	Reduced
263	Candriam SCA Strassen, Luxembourg, Luxembourg	$44.1M	+$11.4M	8	0.92%	Increased
264	Confluence Investment Management St. Louis, Missouri	$43.3M	+$7.23M	1	1.58%	Increased
265	Synovus Financial Columbus, Georgia	$43.1M	+$527K	10	1.1%	Increased
266	Commonwealth Equity Services Waltham, Massachusetts	$42.6M	+$2.65M	11	0.42%	Increased
267	Artemis Investment Management Edinburgh, United Kingdom	$42.4M	+$22.5M	3	1.37%	Increased
268	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$42M	+$4.01M	7	0.85%	Increased
269	Alyeska Investment Group Chicago, Illinois	$40.9M	+$8.94M	1	0.46%	Increased
270	Seizert Capital Partners Birmingham, Michigan	$40.6M	+$14M	2	1.03%	Increased
271	VVP Vulcan Value Partners Birmingham, Alabama	$39.7M	-$14.7M	1	0.38%	Reduced
272	KeyBank National Association Cleveland, Ohio	$39.7M	+$998K	10	0.26%	Increased
273	FQ First Quadrant Glendale, California	$39.7M	+$7.47M	6	0.83%	Increased
274	Hamlin Capital Management New York	$39.6M	+$635K	1	1.99%	Increased
275	Bridgewater Associates Westport, Connecticut	$39.5M	+$16.2M	6	0.37%	Increased