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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	ECP Electron Capital Partners New York	$37.7M	+$21.2M	5	21.33%	Increased
277	Artemis Investment Management Edinburgh, United Kingdom	$36.8M	-$7.59M	2	1.09%	Reduced
278	Asset Management One Tokyo, Japan	$36.7M	+$3.56M	8	0.56%	Increased
279	Vaughan David Investments Peoria, Illinois	$36.5M	+$229K	3	2.31%	Increased
280	HighTower Advisors Chicago, Illinois	$35.9M	+$11.3M	10	0.47%	Increased
281	Winton Group London, United Kingdom	$35.8M	-$9.63M	2	0.28%	Reduced
282	BAPIM British Airways Pensions Investment Management London, United Kingdom	$35.7M	+$2.53M	1	1.21%	Increased
283	PP PDT Partners New York	$35.6M	+$29.6M	5	0.8%	Increased
284	ExxonMobil Investment Management Irving, Texas	$35.5M	+$1.25M	7	0.91%	Increased
285	CPP Crow Point Partners Boston, Massachusetts	$35.2M	+$7.83M	5	5.21%	Increased
286	VVP Vulcan Value Partners Birmingham, Alabama	$35.2M	+$995K	1	0.34%	Increased
287	CC Carlson Capital Dallas, Texas	$35.1M	-$16.7M	2	0.4%	Reduced
288	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$34.6M	$0	8	0.45%	Maintained
289	GH GAM Holding Zurich, Switzerland	$34.2M	+$5.11M	8	0.59%	Increased
290	TU TDAM USA Toronto, Ontario, Canada	$34.2M	+$12.5M	5	1.74%	Increased
291	FQ First Quadrant Glendale, California	$34.1M	-$7.91M	5	0.76%	Reduced
292	SEI Investments Oaks, Pennsylvania	$33.8M	-$4.83M	11	0.31%	Reduced
293	O'Shaughnessy Asset Management Stamford, Connecticut	$33.8M	+$7.37M	8	0.7%	Increased
294	CEP Chicago Equity Partners Chicago, Illinois	$33.5M	-$26.6M	3	0.94%	Reduced
295	Seizert Capital Partners Birmingham, Michigan	$33.4M	-$768K	2	1.01%	Reduced
296	DekaBank Deutsche Girozentrale Frankfurt, Germany	$32.9M	+$1.66M	10	0.4%	Increased
297	Financial Engines Advisors Santa Clara, California	$32.4M	+$17.5M	1	22.75%	Increased
298	Oregon Public Employees Retirement Fund Tigard, Oregon	$32.3M	+$197K	7	0.8%	Increased
299	DCM Dupont Capital Management Wilmington, Delaware	$31.7M	-$8.08M	6	0.8%	Reduced
300	Balyasny Asset Management Chicago, Illinois	$31.7M	+$20.2M	3	0.23%	Increased