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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	Engineers Gate Manager New York	$92.4M	+$7.43M	13	1.15%	Increased
427	State of Alaska Department of Revenue Juneau, Alaska	$92.2M	-$1.75M	12	0.99%	Reduced
428	MC Maplelane Capital New York	$91.2M	+$47.1M	2	2.56%	Increased
429	Soros Fund Management New York	$91.1M	-$15.7M	2	1.14%	Reduced
430	Atalanta Sosnoff Capital New York	$91.1M	+$39.9M	1	1.85%	Increased
431	MAMU Marathon Asset Management (UK) London, United Kingdom	$91M	-$6.74M	1	2.92%	Reduced
432	Wealthfront Advisers Palo Alto, California	$90.9M	+$3.37M	11	0.23%	Increased
433	TCM Tran Capital Management San Rafael, California	$90.5M	-$12M	2	10.66%	Reduced
434	Andra AP-fonden Goteborg, Sweden	$90.1M	-$26.1M	7	1.25%	Reduced
435	NOCM Night Owl Capital Management Greenwich, Connecticut	$90M	-$43M	3	10.41%	Reduced
436	CloudAlpha Capital Management Hong Kong	$90M	-$30.4M	5	4.67%	Reduced
437	Nomura Holdings Tokyo, Japan	$89.7M	+$34.2M	11	0.19%	Increased
438	GAMCO Investors Greenwich, Connecticut	$89.4M	-$2.02M	7	0.88%	Reduced
439	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$89.2M	-$979K	1	9.39%	Reduced
440	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$88.8M	+$19.2M	3	5.09%	Increased
441	SFG Sather Financial Group Victoria, Texas	$88.4M	-$2.27M	1	5.19%	Reduced
442	Rafferty Asset Management New York	$88.3M	+$5.45M	14	0.29%	Increased
443	Fisher Asset Management Camas, Washington	$88.1M	+$12.5M	8	0.04%	Increased
444	TimesSquare Capital Management New York	$88M	-$7.44M	1	1.27%	Reduced
445	NIP Nicholas Investment Partners Rancho Santa Fe, California	$87.6M	+$7.14M	8	7.8%	Increased
446	Brinker Capital Investments Berwyn, Pennsylvania	$87.5M	+$10.1M	18	0.75%	Increased
447	&Partners Nashville, Tennessee	$87.4M	+$13.3M	20	0.67%	Increased
448	Freestone Grove Partners San Francisco, California	$87.2M	-$26M	4	0.66%	Reduced
449	Lansforsakringar Fondforvaltning Stockholm, Sweden	$87.1M	-$3.23M	6	0.5%	Reduced
450	Aviso Financial Toronto, Ontario, Canada	$86.7M	+$1.54M	5	3.91%	Increased