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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
326	Capital International Inc Los Angeles, California	$128M	-$18.2M	8	1.51%	Reduced
327	DekaBank Deutsche Girozentrale Frankfurt, Germany	$128M	-$2.99M	14	0.24%	Reduced
328	Fort Washington Investment Advisors Cincinnati, Ohio	$128M	+$27.2M	5	0.77%	Increased
329	Vaughan Nelson Investment Management Houston, Texas	$128M	-$42.7M	4	1.19%	Reduced
330	Sanctuary Advisors Indianapolis, Indiana	$128M	+$3.64M	23	0.81%	Increased
331	Swiss Life Asset Management Zurich,	$126M	+$27.8M	11	0.93%	Increased
332	Kayne Anderson Capital Advisors Los Angeles, California	$125M	+$36.2M	8	2.94%	Increased
333	Brandywine Global Investment Management Philadelphia, Pennsylvania	$124M	+$33.9M	4	0.9%	Increased
334	Axiom Investors Greenwich, Connecticut	$123M	+$117M	1	0.91%	New
335	Cooperman Leon G	$123M	-$15.5M	1	4.64%	Reduced
336	Quadrature Capital London, United Kingdom	$122M	+$75M	9	2.45%	Increased
337	Hudson Bay Capital Management Stamford, Connecticut	$117M	-$22.2M	7	0.41%	Reduced
338	P3I Progeny 3 Inc Kirkland, Washington	$117M	$0	1	9.26%	Maintained
339	MCI McDonald Capital Investors Orinda, California	$116M	-$1.22M	1	7.3%	Reduced
340	Capital Fund Management (CFM) Paris, France	$115M	+$105M	7	0.29%	Increased
341	Cannell & Spears New York	$115M	-$2.88M	4	2.36%	Reduced
342	BCM Bornite Capital Management New York	$114M	+$10.2M	3	15.37%	Increased
343	IFM Investors Melbourne, Australia	$114M	-$11.5M	9	1.16%	Reduced
344	SSM Sound Shore Management Greenwich, Connecticut	$113M	-$67.3M	2	3.72%	Reduced
345	Hennessy Advisors Inc Novato, California	$112M	+$9.58M	6	3.34%	Increased
346	Capitolis Liquid Global Markets New York	$112M	+$3.46M	1	1.09%	Increased
347	DCI Data Collective IV Palo Alto, California	$112M	-$31.8M	1	49.51%	Reduced
348	Slate Path Capital New York	$112M	-$66.9M	1	2.02%	Reduced
349	US Bancorp Minneapolis, Minnesota	$111M	+$4.23M	28	0.15%	Increased
350	ACP Atalan Capital Partners New York	$111M	-$30.6M	1	11.02%	Reduced