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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	Appaloosa LP Short Hills, New Jersey	$151M	+$108M	1	2.24%	New
277	Resona Asset Management Koto-Ku,tokyo, Japan	$150M	-$2.75M	9	0.87%	Reduced
278	Silvercrest Asset Management New York	$149M	-$8.41M	7	1.01%	Reduced
279	Vaughan Nelson Investment Management Houston, Texas	$149M	+$62.1M	4	1.33%	Increased
280	MetLife Investment Management Whippany, New Jersey	$149M	-$2.55M	21	0.85%	Reduced
281	Vident Advisory Alpharetta, Georgia	$147M	+$3.22M	19	3.7%	Increased
282	Osaic Holdings Scottsdale, Arizona	$146M	-$8.74M	36	0.33%	Reduced
283	Danske Bank Copenhagen K, Denmark	$144M	-$4.57M	10	0.48%	Reduced
284	Arizona State Retirement System Phoenix, Arizona	$143M	+$1.02M	16	0.9%	Increased
285	Guardian Capital (Canada) Toronto, Ontario, Canada	$142M	-$22M	3	5.19%	Reduced
286	OMERS Administration Corp Toronto, Ontario, Canada	$142M	-$255K	13	1.3%	Reduced
287	Slate Path Capital New York	$141M	-$49.2M	1	2.18%	Reduced
288	ECP ControlCo Summit, New Jersey	$141M	$0	1	42.86%	Maintained
289	PIM Platinum Investment Management Sydney Australia 2000, Australia	$140M	+$636K	1	6.32%	Increased
290	Fenimore Asset Management Cobleskill, New York	$139M	-$102K	1	2.8%	Reduced
291	State of Michigan Retirement System Lansing, Michigan	$139M	-$389K	12	0.69%	Reduced
292	Two Sigma Advisers New York	$139M	+$28.7M	8	0.32%	Increased
293	Summit Partners Public Asset Management Boston, Massachusetts	$138M	-$85.4M	2	4.28%	Reduced
294	Mariner Overland Park, Kansas	$137M	+$2.16M	24	0.24%	Increased
295	DnB Asset Management Oslo, Norway	$136M	+$10.9M	8	0.61%	Increased
296	Creative Planning Overland Park, Kansas	$133M	+$11.1M	21	0.13%	Increased
297	Hudson Bay Capital Management Stamford, Connecticut	$133M	-$304M	7	0.54%	Reduced
298	Jupiter Asset Management London, United Kingdom	$132M	-$21.3M	4	1.16%	Reduced
299	Första AP-fonden Stockholm, Sweden	$132M	+$9.18M	9	1.02%	Increased
300	PineBridge Investments New York	$132M	+$55M	13	0.99%	Increased