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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	Lazard Asset Management New York	$75.4M	-$12.6M	8	0.09%	Reduced
252	Royal London Asset Management United Kingdom	$75.3M	+$4.34M	6	0.35%	Increased
253	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$73.8M	+$29.8M	6	1.26%	Increased
254	Squarepoint New York	$73.2M	-$2.47M	12	0.43%	Reduced
255	Bessemer Group Woodbridge, New Jersey	$73.1M	+$3.83M	9	0.18%	Increased
256	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$72.9M	+$27.7M	3	3.27%	Increased
257	Comerica Bank Dallas, Texas	$72.9M	+$2.27M	14	0.43%	Increased
258	SG Americas Securities New York	$72.8M	+$2.51M	16	0.38%	Increased
259	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$71.1M	-$1.32M	1	9.04%	Reduced
260	Brown Advisory Baltimore, Maryland	$70.8M	-$59.8M	7	0.12%	Reduced
261	OWIM Old West Investment Management Los Angeles, California	$68.6M	-$32.9M	5	14.35%	Reduced
262	GH Grosvenor Holdings Chicago, Illinois	$68.5M	+$67.9M	1	5.03%	New
263	Mitsubishi UFJ Asset Management Tokyo, Japan	$67.9M	+$6.92M	8	0.45%	Increased
264	GHA GW Henssler & Associates Kennesaw, Georgia	$65.4M	-$11.6M	4	4.68%	Reduced
265	NSCM New South Capital Management Memphis, Tennessee	$65.1M	-$1.46M	1	1.91%	Reduced
266	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$65M	-$4.15M	1	4.99%	Reduced
267	Arizona State Retirement System Phoenix, Arizona	$64.2M	-$1.47M	10	0.56%	Reduced
268	Zurich Cantonal Bank Zurich, Switzerland	$62.9M	-$2.23M	13	0.37%	Reduced
269	Public Employees Retirement Association of Colorado Denver, Colorado	$62.3M	-$295K	10	0.29%	Reduced
270	Empyrean Capital Partners Los Angeles, California	$62.2M	-$13.5M	1	1.78%	Reduced
271	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$62.1M	+$21.6M	2	3.13%	Increased
272	Silvercrest Asset Management New York	$61.5M	+$8.62M	6	0.42%	Increased
273	PineBridge Investments New York	$59.4M	+$8.74M	5	0.76%	Increased
274	USS Investment Management London, United Kingdom	$59.1M	$0	8	0.51%	Maintained
275	Jacobs Levy Equity Management Florham Park, New Jersey	$59M	+$24.4M	4	0.45%	Increased