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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	KBC Group Brussels, Belgium	$277M	-$22.4M	18	0.7%	Reduced
252	Cambridge Investment Research Advisors Fairfield, Iowa	$274M	+$23.6M	34	0.71%	Increased
253	Gotham Asset Management New York	$273M	+$4.38M	18	0.84%	Increased
254	Luther King Capital Management (LKCM) Fort Worth, Texas	$272M	+$18.6M	9	1.17%	Increased
255	Defiance ETFs New York	$272M	+$355M	18	3.89%	New
256	APG Asset Management Amsterdam, Netherlands	$270M	-$6.3M	9	0.85%	Reduced
257	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$266M	+$170M	16	3.43%	Increased
258	State of New Jersey Common Pension Fund D Trenton, New Jersey	$266M	-$1.2M	18	1.03%	Reduced
259	Capital Fund Management (CFM) Paris, France	$262M	+$42M	14	1.18%	Increased
260	P3I Progeny 3 Inc Kirkland, Washington	$255M	-$32.4M	1	13.63%	Reduced
261	TCW Group Los Angeles, California	$255M	-$53M	11	1.92%	Reduced
262	KLP Kapitalforvaltning Oslo, Norway	$255M	+$48.6M	13	1%	Increased
263	Daiwa Securities Group Tokyo, Japan	$253M	+$53.1M	15	0.73%	Increased
264	ACG Aventail Capital Group New York	$251M	-$2.76M	11	12.05%	Reduced
265	Polar Capital Holdings London, United Kingdom	$251M	+$31.2M	1	0.89%	Increased
266	Marsico Capital Management Denver, Colorado	$245M	-$20.9M	1	7.21%	Reduced
267	GGH GCM Grosvenor Holdings Chicago, Illinois	$245M	+$267M	1	27.21%	New
268	ProShare Advisors Bethesda, Maryland	$244M	-$35.4M	21	0.36%	Reduced
269	Calamos Advisors Naperville, Illinois	$242M	+$38.7M	8	0.86%	Increased
270	HRT Financial New York	$241M	+$12.6M	18	0.6%	Increased
271	SSP Sixth Street Partners Dallas, Texas	$239M	-$20.4M	1	33.64%	Reduced
272	Bowen Hanes & Co Ponte Vedra Beach, Florida	$239M	-$3.33M	4	5.82%	Reduced
273	US Bancorp Minneapolis, Minnesota	$235M	+$12.9M	33	0.28%	Increased
274	WorldQuant Millennium Advisors New York	$235M	-$156M	10	0.9%	Reduced
275	Clark Capital Management Group Philadelphia, Pennsylvania	$234M	+$2.02M	11	1.45%	Increased