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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
351	MAC Monarch Alternative Capital New York	$39M	+$34.2M	1	4.83%	New
352	FC Finepoint Capital Boston, Massachusetts	$39M	$0	1	20.03%	Maintained
353	BC Blackstart Capital New York	$39M	-$79.2M	3	16.68%	Reduced
354	Wedge Capital Management Charlotte, North Carolina	$38.7M	-$13.5M	3	0.44%	Reduced
355	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$38.6M	+$6.6M	5	1.08%	Increased
356	Fort Washington Investment Advisors Cincinnati, Ohio	$38.4M	-$4.13M	8	0.43%	Reduced
357	Ferguson Wellman Capital Management Portland, Oregon	$38M	+$252K	3	1.26%	Increased
358	Beck Mack & Oliver New York	$37.6M	-$2.54M	5	1.32%	Reduced
359	Brandywine Global Investment Management Philadelphia, Pennsylvania	$37.3M	+$2.07M	6	0.26%	Increased
360	SIG Senator Investment Group New York	$37M	+$32.5M	1	0.68%	New
361	Zurich Insurance Group Zurich, Switzerland	$36.3M	+$16.6M	3	0.72%	Increased
362	Mutual of America Capital Management New York	$36.3M	+$3.47M	7	0.51%	Increased
363	Oregon Public Employees Retirement Fund Tigard, Oregon	$36.2M	-$3.08M	8	0.49%	Reduced
364	Cambridge Investment Research Advisors Fairfield, Iowa	$36.1M	+$1.96M	12	0.33%	Increased
365	Jupiter Asset Management London, United Kingdom	$35.4M	-$140K	1	1.12%	Reduced
366	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$35.4M	+$4.87M	8	0.31%	Increased
367	WI Wafra Inc New York	$35.1M	$0	2	1.18%	Maintained
368	Creative Planning Overland Park, Kansas	$35M	-$725K	12	0.12%	Reduced
369	BG Bollard Group Boston, Massachusetts	$34.8M	+$5.72M	5	1.2%	Increased
370	Letko, Brosseau & Associates Montreal, Quebec, Canada	$34.7M	-$1.28M	1	0.35%	Reduced
371	GLCM Greenlea Lane Capital Management Weston, Connecticut	$34.6M	+$1.83M	1	19.05%	Increased
372	FCI Financial Counselors Inc Overland Park, Kansas	$33.9M	+$541K	4	1.38%	Increased
373	Mitsubishi UFJ Asset Management Tokyo, Japan	$33.6M	+$6.69M	8	0.57%	Increased
374	Amalgamated Bank New York	$33.2M	+$3.64M	12	0.78%	Increased
375	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33.2M	+$4.08M	1	1.09%	Increased