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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
276	Peconic Partners New York	$34.3M	+$35.2M	1	4.55%	New
277	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$34M	+$35M	1	12.58%	New
278	Two Sigma Investments New York	$33.3M	+$34.4M	3	0.23%	New
279	WAM World Asset Management Detroit, Michigan	$33.3M	+$34.3M	12	0.77%	New
280	Martingale Asset Management Boston, Massachusetts	$33.1M	+$34.1M	6	1.23%	New
281	Employees Retirement System of Texas Austin, Texas	$32.8M	+$33.6M	7	0.39%	New
282	Vaughan David Investments Peoria, Illinois	$32.6M	+$33.8M	3	2.3%	New
283	PCM Pennant Capital Management Summit, New Jersey	$32.4M	+$33.2M	1	0.6%	New
284	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$32.2M	+$33.2M	3	2.41%	New
285	LCM Lakewood Capital Management New York	$32M	+$30.3M	1	2.19%	New
286	Loomis, Sayles & Company Boston, Massachusetts	$32M	+$30.3M	1	0.11%	New
287	Royal London Asset Management United Kingdom	$31.8M	+$32.8M	8	0.93%	New
288	Donald Smith & Co New York	$31.6M	+$36.2M	2	0.69%	New
289	VAM Visium Asset Management New York	$31.6M	+$32.1M	8	0.74%	New
290	OI Oakbrook Investments Lisle, Illinois	$31.5M	+$32.4M	7	0.91%	New
291	Commonwealth Equity Services Waltham, Massachusetts	$31.3M	+$32.3M	11	0.55%	New
292	Mitsubishi UFJ Asset Management Tokyo, Japan	$31.3M	+$32.2M	7	0.89%	New
293	DCM Dupont Capital Management Wilmington, Delaware	$31.2M	+$31.8M	5	0.58%	New
294	NEAM New England Asset Management Farmington, Connecticut	$31.1M	+$31.9M	6	0.93%	New
295	Chilton Investment Company Stamford, Connecticut	$29.9M	+$30.6M	1	0.8%	New
296	Rothschild & Co Asset Management US Stamford, Connecticut	$29.8M	+$30.8M	2	0.69%	New
297	Waddell & Reed Financial Overland Park, Kansas	$29.7M	+$30M	3	0.06%	New
298	Great Lakes Advisors Chicago, Illinois	$29.5M	+$30.8M	3	1.38%	New
299	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$29M	+$28.6M	3	0.71%	New
300	HTA Haber Trilix Advisors Boston, Massachusetts	$28.9M	+$29.4M	4	3.59%	New