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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	Steward Partners Investment Advisory New York	$140M	+$24M	33	0.8%	Increased
352	RWC Asset Management London, United Kingdom	$139M	-$23M	6	6.72%	Reduced
353	ZP Zimmer Partners New York	$137M	-$129M	3	2.96%	Reduced
354	Locust Wood Capital Advisers New York	$137M	+$18.6M	1	3.41%	Increased
355	SAM Scopus Asset Management New York	$136M	+$28.4M	8	1.85%	Increased
356	Atalan Capital Partners New York	$136M	-$69M	1	9.47%	Reduced
357	Groupama Asset Management Paris, France	$135M	+$2.86M	6	1.97%	Increased
358	TimesSquare Capital Management New York	$134M	+$30.8M	3	1.92%	Increased
359	SG Americas Securities New York	$134M	+$21.1M	25	0.45%	Increased
360	Horizon Kinetics Asset Management New York	$134M	+$31.4M	5	1.63%	Increased
361	CAPTRUST Financial Advisors Raleigh, North Carolina	$133M	+$1.77M	21	0.27%	Increased
362	Epoch Investment Partners New York	$133M	-$14.9M	2	0.73%	Reduced
363	AIM Anatole Investment Management Central, Hong Kong	$133M	+$26.6M	2	13.88%	Increased
364	IFM Investors Melbourne, Australia	$133M	-$158K	9	1.17%	Reduced
365	HITE Hedge Asset Management Braintree, Massachusetts	$132M	+$25.5M	4	7.15%	Increased
366	Covalis Capital London, United Kingdom	$132M	-$35M	1	15.33%	Reduced
367	TAM Telemark Asset Management Boston, Massachusetts	$131M	+$3.1M	4	12.46%	Increased
368	Covea Finance Paris, France	$131M	-$16.6M	4	4.56%	Reduced
369	Polar Capital Holdings London, United Kingdom	$131M	-$168M	1	0.63%	Reduced
370	Public Employees Retirement Association of Colorado Denver, Colorado	$131M	-$3.08M	18	0.48%	Reduced
371	Kestra Advisory Services Austin, Texas	$130M	+$21.4M	24	0.6%	Increased
372	MCI McDonald Capital Investors Orinda, California	$129M	-$4.07M	1	8.01%	Reduced
373	Caxton Associates (UK) London,	$128M	+$8.28M	8	3.03%	Increased
374	Xponance Philadelphia, Pennsylvania	$127M	-$1.96M	20	1.01%	Reduced
375	Stephens Investment Management Group Houston, Texas	$127M	+$662K	2	1.65%	Increased