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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	Royal London Asset Management United Kingdom	$50.5M	-$20.8M	6	0.52%	Reduced
302	Commerzbank Aktiengesellschaft Frankfurt, Germany	$49.6M	+$4.98M	13	0.43%	Increased
303	Avalon Investment & Advisory Houston, Texas	$49.1M	-$1.67M	3	1.38%	Reduced
304	Fjarde Ap-fonden Stockholm, Sweden	$49M	-$1.61M	6	0.72%	Reduced
305	Letko, Brosseau & Associates Montreal, Quebec, Canada	$48.4M	-$19.5M	1	0.45%	Reduced
306	Prudential plc London, England, United Kingdom	$47.8M	-$6.25M	7	0.15%	Reduced
307	Martingale Asset Management Boston, Massachusetts	$47.1M	-$10.7M	6	0.55%	Reduced
308	Point72 Asset Management Stamford, Connecticut	$47M	+$44.1M	1	0.19%	New
309	Tocqueville Asset Management New York	$46.6M	-$808K	4	0.59%	Reduced
310	Janney Montgomery Scott Philadelphia, Pennsylvania	$46.5M	+$2.46M	10	0.4%	Increased
311	MSL Mackay Shields LLC New York	$45.4M	-$23.1M	9	0.35%	Reduced
312	DekaBank Deutsche Girozentrale Frankfurt, Germany	$45.4M	-$1.98M	12	0.27%	Reduced
313	Empyrean Capital Partners Los Angeles, California	$44.8M	+$20M	1	1.4%	Increased
314	Jupiter Investment Management London, United Kingdom	$44.6M	+$3.44M	1	0.3%	Increased
315	Weiss Multi-Strategy Advisers New York	$44.2M	+$17.3M	4	1.17%	Increased
316	Ancora Advisors Cleveland, Ohio	$43.6M	-$3.22M	9	1.68%	Reduced
317	AGF Investments Inc Toronto, Ontario, Canada	$43.4M	-$2.23M	2	0.44%	Reduced
318	PineBridge Investments New York	$43.3M	+$26.2M	5	0.82%	Increased
319	CPP Crow Point Partners Boston, Massachusetts	$43M	+$1.57M	3	7.4%	Increased
320	Gateway Investment Advisers Cincinnati, Ohio	$43M	-$307K	7	0.36%	Reduced
321	OCAM Owl Creek Asset Management New York	$42.9M	+$7.4M	1	2.05%	Increased
322	TCW Group Los Angeles, California	$42.9M	+$6.35M	3	0.35%	Increased
323	BNP Paribas Asset Management Paris, France	$42.7M	+$23.6M	9	0.33%	Increased
324	Donald Smith & Co New York	$42.7M	-$1.89M	1	1.33%	Reduced
325	TPSF Texas Permanent School Fund Austin, Texas	$42.5M	-$3.45M	8	0.59%	Reduced