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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
401
C
Chescapmanager
Maryland
$62M +$21.4M 3 4.98% Increased
402
Welch Group
Welch Group
Alabama
$62M +$16K 3 2.98% Increased
403
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$61.6M +$9.52M 6 0.18% Increased
404
OCMH
Oxbow Capital Management (HK)
Hong Kong
$61.6M -$5.24M 2 20.81% Reduced
405
New York Life Investment Management
New York Life Investment Management
New York
$61.3M +$9.81M 10 0.62% Increased
406
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$61.3M +$4.01M 12 0.69% Increased
407
Engineers Gate Manager
Engineers Gate Manager
New York
$61.3M +$25.7M 8 1.38% Increased
408
Acadian Asset Management
Acadian Asset Management
Massachusetts
$61.1M +$38.2M 11 0.19% Increased
409
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$60.7M +$10.1M 15 0.63% Increased
410
Aviso Financial
Aviso Financial
Ontario, Canada
$60.2M +$60.9M 3 3.36% New
411
Kestra Advisory Services
Kestra Advisory Services
Texas
$58.8M +$16.6M 22 0.33% Increased
412
DCI
Data Collective IV
California
$58.6M +$77.9M 1 41.08% New
413
USS Investment Management
USS Investment Management
United Kingdom
$58.5M +$6.14M 8 0.47% Increased
414
Frontier Capital Management
Frontier Capital Management
Massachusetts
$58.3M +$5.19M 3 0.58% Increased
415
Westfield Capital Management
Westfield Capital Management
Massachusetts
$58.2M +$57.9M 2 0.29% Increased
416
GCM
Gladstone Capital Management
United Kingdom
$57.9M +$53.5M 1 5.12% New
417
BRIM
Broad Run Investment Management
Virginia
$57.4M -$6.08M 1 7.86% Reduced
418
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$57.3M +$9.27M 21 0.36% Increased
419
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$57.2M +$27.8M 5 0.46% Increased
420
Cresset Asset Management
Cresset Asset Management
Illinois
$57.1M +$13.4M 17 0.24% Increased
421
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$57M -$694M 10 0.28% Reduced
422
GAMCO Investors
GAMCO Investors
Connecticut
$56.8M +$2.52M 7 0.62% Increased
423
AE Wealth Management
AE Wealth Management
Kansas
$56.5M +$6.24M 9 0.57% Increased
424
Rafferty Asset Management
Rafferty Asset Management
New York
$56.1M +$1.78M 13 0.21% Increased
425
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$55.8M +$2.22M 12 0.5% Increased
15 16
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