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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	Farallon Capital Management San Francisco, California	$69.1M	-$13.5M	2	0.32%	Reduced
277	GRA Goehring & Rozencwajg Associates New York	$69M	+$1.85M	8	16.88%	Increased
278	MCI McDonald Capital Investors Orinda, California	$68.1M	-$959K	1	5.31%	Reduced
279	Fort Washington Investment Advisors Cincinnati, Ohio	$67.5M	+$12.9M	4	0.51%	Increased
280	Jupiter Asset Management London, United Kingdom	$67.1M	+$59.5M	5	0.74%	Increased
281	Cambridge Investment Research Advisors Fairfield, Iowa	$66.8M	+$4.65M	22	0.31%	Increased
282	BAMCO Inc New York	$66.6M	-$40.2M	1	0.19%	Reduced
283	Första AP-fonden Stockholm, Sweden	$66.3M	+$3.76M	7	0.74%	Increased
284	Horizon Kinetics Asset Management New York	$65.9M	-$3.91M	4	1.31%	Reduced
285	Stonegate Investment Group Birmingham, Alabama	$64.7M	-$2.44M	3	2.35%	Reduced
286	OWIM Old West Investment Management Los Angeles, California	$64.7M	+$6.8M	5	32.64%	Increased
287	Public Employees Retirement Association of Colorado Denver, Colorado	$64.4M	-$4.83M	11	0.33%	Reduced
288	CC Cannell & Co New York	$63.6M	+$10.6M	1	2.18%	Increased
289	Vident Advisory Alpharetta, Georgia	$63.4M	+$55M	16	1.96%	New
290	Robeco Institutional Asset Management Rotterdam, Netherlands	$62.9M	+$27.6M	8	0.17%	Increased
291	Nomura Holdings Tokyo, Japan	$62.2M	+$12.7M	5	0.18%	Increased
292	SCP SailingStone Capital Partners Houston, Texas	$62.1M	-$25.7M	2	18.24%	Reduced
293	SCM Shapiro Capital Management Atlanta, Georgia	$61.8M	-$19.5M	1	1.8%	Reduced
294	Hudson Bay Capital Management Stamford, Connecticut	$61.7M	+$37M	7	0.49%	Increased
295	Hennessy Advisors Inc Novato, California	$61.7M	+$355K	5	4.33%	Increased
296	Axa Paris, France	$61.5M	+$12.9M	4	0.22%	Increased
297	GF Greenhouse Funds Baltimore, Maryland	$61.2M	+$27.9M	1	4.53%	Increased
298	FCI Financial Counselors Inc Overland Park, Kansas	$60.4M	+$123K	7	1.21%	Increased
299	Martingale Asset Management Boston, Massachusetts	$60.3M	+$20.5M	6	1.27%	Increased
300	Virginia Retirement Systems Richmond, Virginia	$60.1M	+$23.1M	8	0.59%	Increased