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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	Lingotto Investment Management London, United Kingdom	$68M	$0	1	19.32%	Maintained
252	Schroder Investment Management Group London, United Kingdom	$66.6M	+$13.4M	8	0.11%	Increased
253	Swiss Life Asset Management Zurich,	$66.2M	-$17M	7	0.89%	Reduced
254	ECP Electron Capital Partners New York	$66.1M	+$6.51M	1	9.52%	Increased
255	BB&T Securities Richmond, Virginia	$65.9M	-$2.43M	10	0.65%	Reduced
256	Raymond James Financial Services Advisors St. Petersburg, Florida	$65.6M	+$4.21M	11	0.3%	Increased
257	KCM Kensico Capital Management Greenwich, Connecticut	$65.3M	+$36.1M	1	1.07%	Increased
258	GHCM Glen Harbor Capital Management San Diego, California	$65.2M	-$2.54M	9	1.31%	Reduced
259	TCI Fund Management London, United Kingdom	$64.4M	+$62.4M	1	0.34%	New
260	British Columbia Investment Management Victoria, British Columbia, Canada	$64.1M	-$12.5M	8	0.68%	Reduced
261	ALPS Advisors Denver, Colorado	$63M	-$4.61M	7	0.41%	Reduced
262	Zurich Cantonal Bank Zurich, Switzerland	$62.6M	+$11.3K	14	0.53%	Increased
263	Suntrust Banks Atlanta, Georgia	$62.3M	-$2.64M	8	0.32%	Reduced
264	BAMCO Inc New York	$62.1M	+$777K	2	0.26%	Increased
265	Carillon Tower Advisers St. Petersburg, Florida	$62M	+$9.98M	2	0.44%	Increased
266	Magellan Asset Management Sydney, Australia	$61.9M	-$2.59M	4	0.2%	Reduced
267	Gulf International Bank (UK) London, United Kingdom	$61.8M	-$9.1M	10	0.73%	Reduced
268	Frontier Capital Management Boston, Massachusetts	$61.6M	+$4.72M	1	0.4%	Increased
269	Loomis, Sayles & Company Boston, Massachusetts	$61.1M	-$8.59M	6	0.12%	Reduced
270	Axa Paris, France	$61M	+$8.96M	7	0.22%	Increased
271	RCM Redwood Capital Management New York	$60.7M	+$22.3M	1	4.34%	Increased
272	Jacobs Levy Equity Management Florham Park, New Jersey	$60.4M	+$8.08M	5	0.86%	Increased
273	SPC Silver Point Capital Greenwich, Connecticut	$60M	+$58.1M	1	6.4%	New
274	NM Newtyn Management New York	$59.8M	-$42.3M	1	10.24%	Reduced
275	MCIM Meadow Creek Investment Management Atlanta, Georgia	$59.4M	-$1.59M	10	1.17%	Reduced