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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	Cooke & Bieler Philadelphia, Pennsylvania	$161M	-$77.3M	1	1.67%	Reduced
327	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$161M	+$8.37M	2	4.64%	Increased
328	Schonfeld Strategic Advisors New York	$160M	+$8.49M	20	0.91%	Increased
329	NHAS Novo Holdings A/S Hellerup, Denmark	$160M	$0	1	10.3%	Maintained
330	Amalgamated Bank New York	$160M	+$6.89M	24	1.14%	Increased
331	Natixis Paris, France	$159M	+$88M	22	0.74%	Increased
332	Marex Group London,	$158M	+$108M	10	1.12%	Increased
333	Freestone Grove Partners San Francisco, California	$158M	+$55.8M	8	1.18%	Increased
334	NCA Newbrook Capital Advisors New York	$158M	-$7.2M	3	19.27%	Reduced
335	BlueCrest Capital Management St Helier, Jersey	$158M	+$149M	4	3.57%	Increased
336	Loomis, Sayles & Company Boston, Massachusetts	$157M	-$11.1M	9	0.19%	Reduced
337	Czech National Bank Prague, Czech Republic	$156M	+$4.63M	9	1.08%	Increased
338	ACM Atika Capital Management New York	$156M	+$3.58M	6	12.6%	Increased
339	Daiwa Securities Group Tokyo, Japan	$154M	+$12M	14	0.52%	Increased
340	5NCM 59 North Capital Management Houston, Texas	$154M	-$72.5M	1	4.78%	Reduced
341	Yacktman Asset Management Austin, Texas	$153M	-$30.2M	1	2.11%	Reduced
342	Moore Capital Management New York	$150M	-$80.3M	12	2.07%	Reduced
343	KBC Group Brussels, Belgium	$148M	+$7.77M	18	0.35%	Increased
344	O'Shaughnessy Asset Management Stamford, Connecticut	$148M	+$5.61M	23	0.87%	Increased
345	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	$148M	$0	1	71.88%	Maintained
346	Two Seas Capital Rye, New York	$147M	-$39.7M	2	2.36%	Reduced
347	TCCM Two Creeks Capital Management New York	$145M	+$8.4M	2	10.45%	Increased
348	PineBridge Investments New York	$145M	+$6.26M	19	1.08%	Increased
349	Fort Washington Investment Advisors Cincinnati, Ohio	$140M	-$275K	5	0.76%	Reduced
350	Guardian Capital (Canada) Toronto, Ontario, Canada	$140M	-$15.1M	4	4.51%	Reduced