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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	NTCM Nut Tree Capital Management New York	$58.5M	$0	1	12.2%	Maintained
277	Cubist Systematic Strategies Stamford, Connecticut	$58.3M	-$25.1M	17	0.75%	Reduced
278	Brandywine Global Investment Management Philadelphia, Pennsylvania	$58.3M	-$11.5M	4	0.44%	Reduced
279	Clark Capital Management Group Philadelphia, Pennsylvania	$56.4M	-$32.8M	2	0.86%	Reduced
280	Los Angeles Capital Management Los Angeles, California	$55.9M	-$6.3M	7	0.25%	Reduced
281	Swiss Life Asset Management Zurich,	$55.7M	+$8.82M	6	0.8%	Increased
282	MSL Mackay Shields LLC New York	$54.8M	-$477K	8	0.4%	Reduced
283	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$54.7M	+$30.4M	2	1.09%	Increased
284	Copeland Capital Management Conshohocken, Pennsylvania	$54.5M	+$4.93M	1	1.7%	Increased
285	Glenmede Trust Philadelphia, Pennsylvania	$54.2M	-$9.13M	9	0.29%	Reduced
286	SCM Stonehill Capital Management New York	$54.2M	$0	1	25.47%	Maintained
287	MUFG Securities EMEA London, United Kingdom	$54M	+$2.59M	5	0.44%	Increased
288	CIBC World Markets New York	$54M	+$13.6M	9	0.34%	Increased
289	T TOBAM Paris, France	$53.9M	+$7.81M	4	2.29%	Increased
290	MI MMCAP International Grand Cayman, Cayman Islands	$53.2M	+$25.6M	3	5.21%	Increased
291	Teacher Retirement System of Texas Austin, Texas	$52.9M	-$11.6M	10	0.29%	Reduced
292	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$52.8M	+$2.52M	2	2.39%	Increased
293	Eventide Asset Management Boston, Massachusetts	$52.7M	$0	1	0.78%	Maintained
294	ALPS Advisors Denver, Colorado	$52.5M	+$4.78M	5	0.51%	Increased
295	Calamos Advisors Naperville, Illinois	$52.4M	+$953K	5	0.29%	Increased
296	Moore Capital Management New York	$52.3M	+$41.5M	2	0.66%	Increased
297	SFG Sather Financial Group Victoria, Texas	$51.7M	+$508K	1	6.01%	Increased
298	Axa Paris, France	$51.1M	-$2.66M	6	0.16%	Reduced
299	SIC Schwartz Investment Counsel Plymouth, Michigan	$50.9M	+$17.1M	1	2.21%	Increased
300	Cambridge Investment Research Advisors Fairfield, Iowa	$50.5M	+$2.57M	13	0.27%	Increased