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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	Forest Avenue Capital Management Miami, Florida	$206M	+$70.7M	2	13.57%	Increased
277	INTECH Investment Management West Palm Beach, Florida	$206M	+$9.47M	23	1.84%	Increased
278	Starboard Value New York	$206M	+$230M	1	3.9%	New
279	Capital Fund Management (CFM) Paris, France	$205M	+$156M	11	0.57%	Increased
280	US Bancorp Minneapolis, Minnesota	$205M	+$2.98M	29	0.24%	Increased
281	Addenda Capital Montreal, Quebec, Canada	$204M	+$12M	2	5.98%	Increased
282	Marsico Capital Management Denver, Colorado	$203M	-$21M	2	5.66%	Reduced
283	Check Capital Management Costa Mesa, California	$202M	-$218K	2	5.88%	Reduced
284	Första AP-fonden Stockholm, Sweden	$198M	+$2.58M	9	1.18%	Increased
285	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$197M	-$3.7M	8	1.17%	Reduced
286	Arizona State Retirement System Phoenix, Arizona	$197M	-$8.3M	20	1.07%	Reduced
287	Cooperman Leon G	$196M	$0	1	6.51%	Maintained
288	Resona Asset Management Koto-Ku,tokyo, Japan	$196M	-$3.79M	11	0.94%	Reduced
289	Glendon Capital Management Santa Monica, California	$195M	-$12M	2	11.58%	Reduced
290	Owl Creek Asset Management New York	$194M	-$56.7M	6	5.86%	Reduced
291	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$192M	+$201M	19	1.45%	New
292	KLP Kapitalforvaltning Oslo, Norway	$192M	-$4.23M	12	0.74%	Reduced
293	Castle Hook Partners New York	$191M	-$1.08B	1	0.79%	Reduced
294	Covea Finance Paris, France	$190M	+$51M	6	6.25%	Increased
295	Bowen Hanes & Co Ponte Vedra Beach, Florida	$190M	-$2.38M	4	4.76%	Reduced
296	Two Seas Capital Rye, New York	$187M	+$63.1M	2	3.86%	Increased
297	Sanctuary Advisors Indianapolis, Indiana	$186M	+$18.3M	30	1.02%	Increased
298	Daiwa Securities Group Tokyo, Japan	$186M	+$34.6M	15	0.59%	Increased
299	DSM Capital Partners Palm Beach Gardens, Florida	$185M	+$51.8M	1	2.74%	Increased
300	Hamlin Capital Management New York	$184M	-$7.03M	1	4.4%	Reduced