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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	SCP SailingStone Capital Partners Houston, Texas	$76.6M	+$8.76M	2	25.62%	Increased
252	MetLife Investment Management Whippany, New Jersey	$76.5M	-$1.64M	17	0.58%	Reduced
253	Zurich Cantonal Bank Zurich, Switzerland	$76.1M	+$1.84M	20	0.41%	Increased
254	INTECH Investment Management West Palm Beach, Florida	$75.5M	+$3.56M	8	0.57%	Increased
255	Burgundy Asset Management Toronto, Ontario, Canada	$75M	+$13.5M	2	0.97%	Increased
256	Arizona State Retirement System Phoenix, Arizona	$74.9M	+$1.82M	13	0.72%	Increased
257	Guardian Capital (Canada) Toronto, Ontario, Canada	$74.3M	-$18M	2	2.45%	Reduced
258	SPC Silver Point Capital Greenwich, Connecticut	$74.3M	$0	1	5.82%	Maintained
259	Public Employees Retirement Association of Colorado Denver, Colorado	$74.2M	+$1.09M	11	0.4%	Increased
260	Hennessy Advisors Inc Novato, California	$73.9M	-$4.15M	5	4.86%	Reduced
261	Brown Advisory Baltimore, Maryland	$73.5M	-$1.21M	7	0.14%	Reduced
262	Jefferies Financial Group New York	$73.3M	+$77.3M	7	0.51%	New
263	PIP Permian Investment Partners Dallas, Texas	$72.8M	+$10.8M	2	12.72%	Increased
264	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$72.6M	+$3.95M	5	4.08%	Increased
265	State of Michigan Retirement System Lansing, Michigan	$72.5M	-$223K	9	0.51%	Reduced
266	NHAS Novo Holdings A/S Hellerup, Denmark	$71.9M	-$20M	1	4.49%	Reduced
267	Cambridge Investment Research Advisors Fairfield, Iowa	$71.9M	-$281K	20	0.37%	Reduced
268	Teacher Retirement System of Texas Austin, Texas	$71.8M	-$12M	13	0.52%	Reduced
269	AE Wealth Management Topeka, Kansas	$71.5M	+$18.3M	14	0.52%	Increased
270	ExodusPoint Capital Management New York	$71.5M	-$46.3M	12	1.04%	Reduced
271	Artisan Partners Milwaukee, Wisconsin	$71.5M	+$74.6M	1	0.13%	New
272	SCM Shapiro Capital Management Atlanta, Georgia	$71.5M	+$1.89M	1	1.91%	Increased
273	Baird Financial Group Milwaukee, Wisconsin	$71.1M	+$4.71M	11	0.19%	Increased
274	DZ Bank Frankfurt Am Main, Germany	$70.9M	+$7.19M	5	0.12%	Increased
275	Tocqueville Asset Management New York	$70.5M	-$6.2M	4	1.34%	Reduced