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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	Marsico Capital Management Denver, Colorado	$167M	+$2.93M	2	4.54%	Increased
302	Quantinno Capital Management New York	$167M	+$34.9M	19	0.72%	Increased
303	Första AP-fonden Stockholm, Sweden	$165M	+$1.51M	9	1.09%	Increased
304	Hood River Capital Management Palm Beach Gardens, Florida	$163M	+$38.2M	6	2.27%	Increased
305	SCA Southpoint Capital Advisors New York	$161M	-$79.4M	1	4.06%	Reduced
306	SG Sourcerock Group Denver, Colorado	$160M	+$86.9M	3	8.36%	Increased
307	Fenimore Asset Management Cobleskill, New York	$160M	-$270K	1	3.2%	Reduced
308	Fiera Capital (Canada) Montreal, Quebec, Canada	$159M	-$37.1M	5	0.54%	Reduced
309	Gotham Asset Management New York	$159M	+$11.1M	19	0.95%	Increased
310	OCAM Owl Creek Asset Management New York	$158M	+$45.1M	5	7%	Increased
311	CCM Carronade Capital Management Darien, Connecticut	$158M	+$119M	1	11.26%	Increased
312	CC Covalis Capital London, United Kingdom	$157M	+$88.6M	3	19.07%	Increased
313	Bowen Hanes & Co Ponte Vedra Beach, Florida	$157M	-$1.93M	3	3.95%	Reduced
314	BAMCO Inc New York	$155M	+$27.4M	1	0.42%	Increased
315	RAM RWC Asset Management London, United Kingdom	$154M	-$5.41M	6	8.1%	Reduced
316	Cooperman Leon G	$153M	+$1.72M	1	5.39%	Increased
317	Luther King Capital Management (LKCM) Fort Worth, Texas	$151M	+$5.31M	8	0.66%	Increased
318	INTECH Investment Management West Palm Beach, Florida	$151M	-$9.17M	24	1.42%	Reduced
319	Sanctuary Advisors Indianapolis, Indiana	$150M	+$19.9M	26	0.93%	Increased
320	ACP Atalan Capital Partners New York	$148M	-$16.2M	1	11.39%	Reduced
321	Two Seas Capital Rye, New York	$148M	-$25.2M	3	2.48%	Reduced
322	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	$146M	+$111M	1	58.25%	New
323	GDS Gimbel Daniel Scott	$146M	-$475K	1	33.58%	Reduced
324	MML Investors Services Springfield, Massachusetts	$145M	+$5.98M	25	0.42%	Increased
325	Rokos Capital Management (UK) London, United Kingdom	$145M	-$75.7M	2	0.63%	Reduced