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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	NHAS Novo Holdings A/S Hellerup, Denmark	$122M	-$26.5M	1	9.29%	Reduced
302	Tudor Investment Corp Stamford, Connecticut	$122M	+$40M	15	0.4%	Increased
303	Comerica Bank Dallas, Texas	$121M	-$2.41M	20	0.51%	Reduced
304	RAM RWC Asset Management London, United Kingdom	$121M	-$2.74M	6	6.25%	Reduced
305	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$121M	-$36.1M	11	0.52%	Reduced
306	Two Seas Capital Rye, New York	$119M	-$67.9M	2	3.75%	Reduced
307	Maverick Capital Dallas, Texas	$117M	+$29.5M	1	2.06%	Increased
308	Zurich Insurance Group Zurich, Switzerland	$116M	-$95M	3	0.94%	Reduced
309	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$116M	-$3.41M	1	3.93%	Reduced
310	ACP Atalan Capital Partners New York	$115M	+$6.15M	1	10.97%	Increased
311	Freestone Grove Partners San Francisco, California	$114M	+$80.5M	3	1.18%	Increased
312	Locust Wood Capital Advisers New York	$113M	-$16.8M	1	3.58%	Reduced
313	INTECH Investment Management West Palm Beach, Florida	$112M	+$11.3M	22	1.16%	Increased
314	Jacobs Levy Equity Management Florham Park, New Jersey	$112M	-$793M	7	0.44%	Reduced
315	YCM Yaupon Capital Management New York	$111M	-$62.4M	3	5.68%	Reduced
316	MML Investors Services Springfield, Massachusetts	$110M	+$14.1M	19	0.37%	Increased
317	Mirae Asset Global Investments Seoul, South Korea	$110M	+$41.2M	16	0.45%	Increased
318	Tidal Investments Milwaukee, Wisconsin	$109M	+$40.5M	22	0.89%	Increased
319	Soros Fund Management New York	$109M	+$87.7M	3	1.63%	Increased
320	Guardian Capital (Canada) Toronto, Ontario, Canada	$109M	-$23.1M	4	4.29%	Reduced
321	GHA GW Henssler & Associates Kennesaw, Georgia	$108M	+$19.1M	5	6.2%	Increased
322	Brandywine Global Investment Management Philadelphia, Pennsylvania	$106M	-$22M	5	0.77%	Reduced
323	Czech National Bank Prague, Czech Republic	$106M	+$6.41M	9	0.97%	Increased
324	Slate Path Capital New York	$106M	+$2.21M	1	1.91%	Increased
325	BAMCO Inc New York	$106M	-$21.3M	1	0.31%	Reduced