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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
301	DFO Duquesne Family Office New York	$32.7M	+$31.8M	1	3.69%	New
302	Analytic Investors Los Angeles, California	$32.6M	-$35.7M	4	0.5%	Reduced
303	Great Lakes Advisors Chicago, Illinois	$32.5M	-$686K	3	1.41%	Reduced
304	PCM Pennant Capital Management Summit, New Jersey	$32.3M	+$4.7M	1	0.55%	Increased
305	PP Prospector Partners Guilford, Connecticut	$32M	-$7.42M	3	1.53%	Reduced
306	QS Investors New York	$31.9M	-$1.56M	7	0.96%	Reduced
307	Confluence Investment Management St. Louis, Missouri	$31.9M	+$3.58M	1	1.61%	Increased
308	CI Investments Inc Toronto, Ontario, Canada	$31.8M	+$30.6M	1	0.34%	New
309	GC GW Capital Bellevue, Washington	$31.3M	+$5.91M	1	1.21%	Increased
310	GA Geneva Advisors Chicago, Illinois	$30.9M	+$404K	4	0.57%	Increased
311	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$30.7M	+$89.9K	1	5.77%	Increased
312	Oregon Public Employees Retirement Fund Tigard, Oregon	$30.4M	+$159K	7	0.79%	Increased
313	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$30.4M	+$5.86M	2	1.76%	Increased
314	Brandywine Global Investment Management Philadelphia, Pennsylvania	$30.1M	-$2.05M	5	0.26%	Reduced
315	GH GAM Holding Zurich, Switzerland	$29.8M	+$3.62M	10	0.48%	Increased
316	NEAM New England Asset Management Farmington, Connecticut	$29.7M	-$2.09M	6	0.75%	Reduced
317	PIA Piedmont Investment Advisors Durham, North Carolina	$29.5M	-$5.87M	3	1.61%	Reduced
318	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$29.4M	+$196K	8	0.45%	Increased
319	DIA Denver Investment Advisors Denver, Colorado	$28.9M	-$556K	2	0.85%	Reduced
320	SCM Stevens Capital Management Radnor, Pennsylvania	$28.9M	-$2.49M	4	0.78%	Reduced
321	VFM Viking Fund Management Minot, North Dakota	$28.8M	+$780K	1	4.02%	Increased
322	Natixis Advisors Boston, Massachusetts	$28.7M	-$125K	10	0.44%	Reduced
323	CPP Crow Point Partners Boston, Massachusetts	$28.4M	+$26.6M	4	3.68%	New
324	Two Sigma Advisers New York	$28.2M	+$5.04M	4	0.26%	Increased
325	NSCM New South Capital Management Memphis, Tennessee	$28.1M	+$4.79M	1	0.9%	Increased