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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	Guggenheim Capital Chicago, Illinois	$131M	-$5.76M	15	0.92%	Reduced
302	Eventide Asset Management Boston, Massachusetts	$131M	+$2.9M	4	2.25%	Increased
303	AG Avala Global New York	$130M	+$53.8M	3	8.55%	Increased
304	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$129M	+$50.7M	8	53.64%	Increased
305	Locust Wood Capital Advisers New York	$128M	+$2.8M	1	4.28%	Increased
306	ACP Atalan Capital Partners New York	$126M	+$99.6M	1	10.83%	New
307	IFM Investors Melbourne, Australia	$126M	-$3.73M	9	1.2%	Reduced
308	Cerity Partners New York	$125M	+$15M	16	0.28%	Increased
309	Moore Capital Management New York	$124M	-$54.8M	8	2.3%	Reduced
310	Oaktree Capital Management Los Angeles, California	$124M	+$98.2M	1	1.99%	New
311	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$123M	-$1.42M	1	5.09%	Reduced
312	Cambridge Investment Research Advisors Fairfield, Iowa	$123M	+$8.06M	28	0.42%	Increased
313	Luther King Capital Management (LKCM) Fort Worth, Texas	$123M	+$15M	8	0.53%	Increased
314	Sanctuary Advisors Indianapolis, Indiana	$122M	+$25.2M	22	0.77%	Increased
315	DekaBank Deutsche Girozentrale Frankfurt, Germany	$121M	-$4.71M	14	0.22%	Reduced
316	GF Greenhouse Funds Baltimore, Maryland	$120M	+$625K	1	4.6%	Increased
317	UniSuper Management Melbourne, Victoria, Australia	$118M	-$113M	11	0.89%	Reduced
318	Hood River Capital Management Palm Beach Gardens, Florida	$118M	+$13.9M	4	1.91%	Increased
319	Wealth Enhancement Advisory Services Plymouth, Minnesota	$118M	+$5.4M	20	0.25%	Increased
320	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$117M	-$21.8M	5	0.37%	Reduced
321	Two Seas Capital Rye, New York	$117M	+$63M	3	18.87%	Increased
322	British Columbia Investment Management Victoria, British Columbia, Canada	$116M	+$2.11M	14	0.69%	Increased
323	Comerica Bank Dallas, Texas	$115M	+$1.41M	19	0.46%	Increased
324	APG Asset Management Amsterdam, Netherlands	$115M	-$461M	7	0.76%	Reduced
325	Teacher Retirement System of Texas Austin, Texas	$115M	-$5M	13	0.54%	Reduced