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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	London Company of Virginia Richmond, Virginia	$179M	-$13M	1	0.94%	Reduced
252	FACM Forest Avenue Capital Management Miami, Florida	$177M	+$33.6M	2	21.49%	Increased
253	INTECH Investment Management West Palm Beach, Florida	$176M	+$30.7M	18	1.97%	Increased
254	MBA Maple-Brown Abbott Barangaroo, Australia	$174M	-$11.7M	2	17.29%	Reduced
255	Empyrean Capital Partners Los Angeles, California	$172M	$0	2	7.25%	Maintained
256	ACG Aventail Capital Group New York	$171M	+$22.1M	7	10.09%	Increased
257	BNP Paribas Asset Management Paris, France	$171M	+$22.5M	11	0.42%	Increased
258	CET Clean Energy Transition London, United Kingdom	$170M	-$16.2M	2	8.72%	Reduced
259	Focus Partners Wealth Boston, Massachusetts	$169M	-$109M	13	0.54%	Reduced
260	Rokos Capital Management (UK) London, United Kingdom	$169M	-$154M	3	2.74%	Reduced
261	Sachem Head Capital Management New York	$168M	+$103M	1	8.8%	Increased
262	SSM Sound Shore Management Greenwich, Connecticut	$167M	-$12.4M	2	5.44%	Reduced
263	Clark Capital Management Group Philadelphia, Pennsylvania	$166M	+$9.97M	5	1.14%	Increased
264	CF Corebridge Financial Houston, Texas	$165M	-$4.98M	22	0.88%	Reduced
265	Check Capital Management Costa Mesa, California	$162M	-$573K	2	4.97%	Reduced
266	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$161M	+$32.2M	4	2.56%	Increased
267	Janney Montgomery Scott Philadelphia, Pennsylvania	$158M	-$1.31M	23	0.44%	Reduced
268	SCA Southpoint Capital Advisors New York	$156M	+$119M	1	3.7%	New
269	Fiera Capital (Canada) Montreal, Quebec, Canada	$156M	-$8.36M	7	0.47%	Reduced
270	CAPTRUST Financial Advisors Raleigh, North Carolina	$154M	+$345K	16	0.46%	Increased
271	Egerton Capital (UK) London, United Kingdom	$152M	-$35.8M	1	1.54%	Reduced
272	Congress Asset Management Boston, Massachusetts	$151M	+$78.5M	2	1.03%	Increased
273	ProShare Advisors Bethesda, Maryland	$151M	+$2.04M	18	0.37%	Increased
274	Orbis Allan Gray Hamilton, Bermuda	$151M	-$407M	2	0.8%	Reduced
275	Capital International Inc Los Angeles, California	$151M	-$19.7M	8	1.9%	Reduced