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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	Gulf International Bank (UK) London, United Kingdom	$44.9M	+$1.19M	8	0.69%	Increased
302	Swiss Life Asset Management Zurich,	$44.7M	-$7.33M	6	0.72%	Reduced
303	Cambridge Investment Research Advisors Fairfield, Iowa	$44.4M	+$2.78M	11	0.33%	Increased
304	Eventide Asset Management Boston, Massachusetts	$43.9M	$0	1	0.95%	Maintained
305	Mitsubishi UFJ Asset Management Tokyo, Japan	$43.5M	+$6.6M	7	0.5%	Increased
306	FCI Financial Counselors Inc Overland Park, Kansas	$43.5M	+$2.99M	5	1.39%	Increased
307	CIBC World Markets New York	$43.2M	+$13.4M	6	0.46%	Increased
308	Arrowstreet Capital Boston, Massachusetts	$43.1M	-$28.8M	5	0.08%	Reduced
309	AAM Ardevora Asset Management London, United Kingdom	$42.8M	+$400K	1	0.84%	Increased
310	Marshall Wace London, United Kingdom	$42.7M	+$447K	6	0.3%	Increased
311	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$42.5M	-$9.7M	1	3.84%	Reduced
312	GAMA Graticule Asia Macro Advisors New York	$42.3M	+$25.7M	3	4.9%	Increased
313	Advisors Asset Management Monument, Colorado	$42.3M	-$5.32M	9	0.82%	Reduced
314	Rubric Capital Management (New York) New York	$42.1M	+$18.3M	1	4.85%	Increased
315	Pzena Investment Management New York	$42.1M	+$10.4M	1	0.27%	Increased
316	Gateway Investment Advisers Cincinnati, Ohio	$41.8M	-$16.6M	5	0.49%	Reduced
317	Baupost Group Boston, Massachusetts	$41.7M	-$54.5M	1	0.52%	Reduced
318	ALPS Advisors Denver, Colorado	$41.5M	-$10.3M	5	0.56%	Reduced
319	NN Investment Partners Holdings The Hague, Netherlands	$41.2M	-$12.4M	6	0.28%	Reduced
320	Tudor Investment Corp Stamford, Connecticut	$41M	+$47M	4	2.03%	Increased
321	PIP Permian Investment Partners Dallas, Texas	$40.5M	$0	1	7.28%	Maintained
322	Silvercrest Asset Management New York	$40.5M	+$3.46M	6	0.36%	Increased
323	Bahl & Gaynor Cincinnati, Ohio	$40.3M	+$4.18M	4	0.3%	Increased
324	GL Governors Lane New York	$39.7M	+$29M	1	4.21%	Increased
325	SCM Stonehill Capital Management New York	$39.4M	-$20.1M	1	10.29%	Reduced