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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	Kinetic Partners Management Miami, Florida	$96M	+$2.79M	2	6.66%	Increased
352	PCM Palestra Capital Management New York	$95.9M	+$45.6M	2	3.16%	Increased
353	TAM Telemark Asset Management Boston, Massachusetts	$95.2M	+$13.1M	5	9.61%	Increased
354	Czech National Bank Prague, Czech Republic	$94.5M	+$5.45M	9	0.95%	Increased
355	KBC Group Brussels, Belgium	$94.3M	-$2.72M	14	0.28%	Reduced
356	Sagefield Capital Dallas, Texas	$93.5M	+$30.6M	7	10.16%	Increased
357	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$93.5M	+$691K	3	4.25%	Increased
358	Fort Washington Investment Advisors Cincinnati, Ohio	$92.2M	+$3.05M	4	0.56%	Increased
359	Night Owl Capital Management Greenwich, Connecticut	$92.1M	+$2.18M	3	12.6%	Increased
360	Employees Retirement System of Texas Austin, Texas	$91.9M	+$12.5M	3	0.8%	Increased
361	Perpetual Ltd Sydney, New South Wales, Australia	$91.7M	-$891K	6	0.99%	Reduced
362	YCM Yaupon Capital Management New York	$91.4M	-$28.8M	7	4.96%	Reduced
363	WorldQuant Millennium Advisors New York	$91.3M	+$8.32M	7	0.67%	Increased
364	Nissay Asset Management Tokyo, Japan	$90.8M	+$7.12M	8	0.57%	Increased
365	Atalanta Sosnoff Capital New York	$90.6M	+$68.9M	2	1.94%	New
366	Utah Retirement Systems Salt Lake City, Utah	$90.5M	+$242K	13	1.02%	Increased
367	GDS Gimbel Daniel Scott	$90.5M	+$71.5M	1	21.51%	New
368	Goehring & Rozencwajg Associates New York	$89.8M	+$3.91M	8	18.31%	Increased
369	FCI Financial Counselors Inc Overland Park, Kansas	$89.7M	+$26.3K	8	1.33%	Increased
370	Marathon Asset Management (UK) London, United Kingdom	$89.7M	-$1.63M	1	2.48%	Reduced
371	Cooperman Leon G	$88.8M	+$263K	1	3.77%	Increased
372	MUFG Securities (Canada) New York	$86.4M	+$31.5M	2	3.86%	Increased
373	Bornite Capital Management New York	$86.2M	+$25M	3	15.24%	Increased
374	Stonegate Investment Group Birmingham, Alabama	$85.4M	-$2.64M	6	2.25%	Reduced
375	QRG Capital Management Chicago, Illinois	$85.4M	-$6.73M	10	0.92%	Reduced