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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	Horizon Kinetics Asset Management New York	$67.2M	-$5.11M	3	1.45%	Reduced
277	Första AP-fonden Stockholm, Sweden	$67.2M	+$7.8M	7	0.72%	Increased
278	P3I Progeny 3 Inc Kirkland, Washington	$66.9M	$0	1	10.14%	Maintained
279	Two Sigma Advisers New York	$66.9M	-$5.65M	5	0.17%	Reduced
280	Lingotto Investment Management London, United Kingdom	$66.9M	-$73.8M	2	4.32%	Reduced
281	BRIM Broad Run Investment Management Arlington, Virginia	$66.6M	-$3.21M	1	7.89%	Reduced
282	ProShare Advisors Bethesda, Maryland	$66.3M	-$1.02M	14	0.19%	Reduced
283	TPSF Texas Permanent School Fund Austin, Texas	$65.7M	+$5.61M	10	0.61%	Increased
284	Clark Capital Management Group Philadelphia, Pennsylvania	$64.1M	+$12.4M	2	0.57%	Increased
285	Cambridge Investment Research Advisors Fairfield, Iowa	$64M	-$3.44M	22	0.29%	Reduced
286	FCI Financial Counselors Inc Overland Park, Kansas	$63.7M	-$2.52M	7	1.29%	Reduced
287	GHA GW Henssler & Associates Kennesaw, Georgia	$63.3M	+$1.47M	4	4.16%	Increased
288	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$63.1M	-$1.89M	2	2.86%	Reduced
289	Munro Partners Melbourne, Australia	$62.6M	-$24.4M	1	2.88%	Reduced
290	Cooperman Leon G	$62.5M	+$7.72M	1	3.39%	Increased
291	INTECH Investment Management West Palm Beach, Florida	$62.4M	-$14.8M	8	0.64%	Reduced
292	Qube Research & Technologies (QRT) London, United Kingdom	$62.4M	+$19.1M	8	0.23%	Increased
293	Teacher Retirement System of Texas Austin, Texas	$62.3M	-$4.44M	13	0.42%	Reduced
294	DnB Asset Management Oslo, Norway	$61.1M	+$4.99M	7	0.35%	Increased
295	Swiss Life Asset Management Zurich,	$60.6M	+$7.43M	8	0.9%	Increased
296	Assenagon Asset Management Senningerberg, Luxembourg	$59.9M	-$41M	9	0.21%	Reduced
297	KCM Kingdon Capital Management New York	$59.6M	+$3.26M	4	5.63%	Increased
298	Cincinnati Financial Corp Fairfield, Ohio	$59.4M	$0	1	1.36%	Maintained
299	CIBC World Markets New York	$59.4M	+$40.4M	10	0.48%	Increased
300	Wedge Capital Management Charlotte, North Carolina	$59M	+$1.12M	4	0.94%	Increased