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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	CC Cannell & Co New York	$53M	-$2.14M	2	1.59%	Reduced
302	Cambridge Investment Research Advisors Fairfield, Iowa	$52.3M	+$2.38M	15	0.25%	Increased
303	ALPS Advisors Denver, Colorado	$52.1M	+$753K	5	0.46%	Increased
304	Första AP-fonden Stockholm, Sweden	$51.9M	+$13.4M	6	0.61%	Increased
305	FCI Financial Counselors Inc Overland Park, Kansas	$51.7M	+$3.42M	7	1.12%	Increased
306	Rokos Capital Management (UK) London, United Kingdom	$51.3M	+$54.1M	1	1.02%	New
307	Man Group London, United Kingdom	$51M	+$23M	10	0.18%	Increased
308	VVP Vulcan Value Partners Birmingham, Alabama	$51M	+$4.73M	1	0.28%	Increased
309	NTCM Nut Tree Capital Management New York	$50.9M	$0	1	10.53%	Maintained
310	MLICM Metropolitan Life Insurance Company (MetLife) New York	$50.7M	+$26.6M	12	0.36%	Increased
311	HIM HughesLittle Investment Management Vancouver,	$50.6M	-$330K	1	11.79%	Reduced
312	Moore Capital Management New York	$50.5M	-$8.75M	3	0.72%	Reduced
313	Beck Mack & Oliver New York	$50.4M	-$253K	4	1.34%	Reduced
314	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$49.2M	-$21.7M	7	0.9%	Reduced
315	Copeland Capital Management Conshohocken, Pennsylvania	$47.7M	-$367K	1	1.43%	Reduced
316	Eventide Asset Management Boston, Massachusetts	$47.7M	$0	1	0.64%	Maintained
317	L1 Capital Melbourne VIC 3000, Australia	$47.6M	+$39.7M	1	9.83%	New
318	MetLife Investment Management Whippany, New Jersey	$47.3M	-$1.2M	9	0.41%	Reduced
319	BFS Baskin Financial Services Toronto, Ontario, Canada	$47.2M	-$321K	2	4.32%	Reduced
320	US Bancorp Minneapolis, Minnesota	$47M	-$723K	17	0.09%	Reduced
321	DnB Asset Management Oslo, Norway	$46.4M	+$16.5M	7	0.31%	Increased
322	BG Bollard Group Boston, Massachusetts	$46.2M	+$2.01M	4	1.46%	Increased
323	Nomura Asset Management Tokyo, Japan	$45.8M	-$252K	7	0.27%	Reduced
324	Creative Planning Overland Park, Kansas	$44.8M	+$743K	11	0.08%	Increased
325	Reinhart Partners Mequon, Wisconsin	$44.8M	+$3.06K	2	2.23%	Increased