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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
426	Rakuten Investment Management Tokyo, Japan	$129M	+$13.4M	9	0.37%	Increased
427	Cannell & Spears New York	$128M	+$11.4M	6	2.28%	Increased
428	NIG NFJ Investment Group Dallas, Texas	$128M	+$45.6M	4	4.32%	Increased
429	SCM Silvant Capital Management Atlanta, Georgia	$128M	+$8.58M	10	3.72%	Increased
430	Oaktree Capital Management Los Angeles, California	$127M	$0	1	1.77%	Maintained
431	Ferguson Wellman Capital Management Portland, Oregon	$126M	-$39M	6	1.54%	Reduced
432	Pacer Advisors Malvern, Pennsylvania	$126M	+$34.1M	24	0.32%	Increased
433	Rafferty Asset Management New York	$126M	+$28.4M	15	0.29%	Increased
434	Menora Mivtachim Holdings Ramat Gan, Israel	$125M	+$79.9M	2	0.49%	Increased
435	Perpetual Ltd Sydney, New South Wales, Australia	$125M	-$17.3M	5	1.78%	Reduced
436	SCA Southpoint Capital Advisors New York	$124M	+$28.2M	1	2.83%	Increased
437	GCM Glendon Capital Management Santa Monica, California	$124M	-$71.6M	2	16.02%	Reduced
438	Groupe la Francaise Paris, France	$122M	+$21.3M	7	1.47%	Increased
439	Foundations Investment Advisors Phoenix, Arizona	$121M	+$35.4M	24	1.25%	Increased
440	PineBridge Investments New York	$121M	-$3.96M	19	1%	Reduced
441	GAMCO Investors Greenwich, Connecticut	$121M	-$4.9M	8	1.09%	Reduced
442	Capitolis Liquid Global Markets New York	$120M	+$47.8M	6	0.52%	Increased
443	OGC Oak Grove Capital North Hampton, New Hampshire	$120M	+$64.5M	6	5.69%	Increased
444	Mutual of America Capital Management New York	$119M	-$2.01M	14	1.16%	Reduced
445	New York Life Investment Management New York	$118M	+$9.65M	10	0.82%	Increased
446	Vinva Investment Management Sydney, Australia	$117M	+$41.7M	7	0.78%	Increased
447	Guggenheim Capital Chicago, Illinois	$117M	-$4.62M	20	0.74%	Reduced
448	TCG Tremblant Capital Group West Palm Beach, Florida	$117M	+$4.94M	2	3.35%	Increased
449	Loomis, Sayles & Company Boston, Massachusetts	$116M	-$2.76M	8	0.15%	Reduced
450	MN Services Vermogensbeheer The Hague, Netherlands	$116M	-$35.4M	4	0.87%	Reduced