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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	WI Wafra Inc New York	$25.7M	$0	1	0.97%	Maintained
427	BCM Brigade Capital Management New York	$25.6M	-$2.67M	2	1.53%	Reduced
428	Bowen Hanes & Co Ponte Vedra Beach, Florida	$25.5M	$0	1	0.78%	Maintained
429	Fort Washington Investment Advisors Cincinnati, Ohio	$25.4M	+$619K	4	0.22%	Increased
430	Oppenheimer & Co New York	$25.3M	+$1.34M	10	0.45%	Increased
431	Stephens Inc Little Rock, Arkansas	$25.3M	+$109K	11	0.38%	Increased
432	CAPTRUST Financial Advisors Raleigh, North Carolina	$25.2M	+$2.23M	17	0.23%	Increased
433	ISSM Invesco Senior Secured Management New York	$25.1M	$0	1	9.94%	Maintained
434	BlueCrest Capital Management St Helier, Jersey	$25.1M	+$4.9M	4	0.46%	Increased
435	Klingenstein Fields & Co New York	$24.8M	-$50.2K	4	1.03%	Reduced
436	Walleye Trading New York	$24.6M	+$18M	9	0.1%	Increased
437	RCW Rheos Capital Works Tokyo, Japan	$24.4M	+$2.04M	1	1.23%	Increased
438	SCP SailingStone Capital Partners Houston, Texas	$24.1M	+$19.2M	1	4.72%	New
439	AGM Alpine Global Management New York	$24M	+$1.26M	2	3.27%	Increased
440	Brinker Capital Investments Berwyn, Pennsylvania	$24M	+$5.7M	7	0.32%	Increased
441	KBC Group Brussels, Belgium	$23.8M	-$2.58M	9	0.09%	Reduced
442	SAM Securian Asset Management St Paul, Minnesota	$23.5M	+$248K	7	0.48%	Increased
443	KCM Kanawha Capital Management Richmond, Virginia	$23.5M	+$50.5K	3	2.15%	Increased
444	AGA Altrinsic Global Advisors Stamford, Connecticut	$23.5M	-$245K	1	0.71%	Reduced
445	TB Terril Brothers St. Louis, Missouri	$23.4M	+$12.9M	1	5.48%	Increased
446	LCS Levin Capital Strategies New York	$23.4M	+$18.4M	4	2.38%	Increased
447	Schonfeld Strategic Advisors New York	$23.3M	-$88.8K	9	0.25%	Reduced
448	NAM Nexpoint Asset Management Dallas, Texas	$23.2M	-$649K	2	5.06%	Reduced
449	SFM Systematic Financial Management Teaneck, New Jersey	$23.2M	+$8.14M	2	0.7%	Increased
450	ELC Edgar Lomax Company Kingstowne, Virginia	$23.2M	-$969K	1	1.44%	Reduced