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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
451	Private Advisor Group Morristown, New Jersey	$115M	-$13.6M	23	0.53%	Reduced
452	ArrowMark Colorado Holdings Denver, Colorado	$115M	-$55.5M	11	4.79%	Reduced
453	EFG International Zurich,	$115M	+$33.4M	16	2.1%	Increased
454	VCM Valiant Capital Management San Francisco, California	$115M	+$3.12M	1	4.63%	Increased
455	Vest Financial Mclean, Virginia	$114M	-$1.98M	4	1.2%	Reduced
456	Banco Santander Madrid, Spain	$114M	+$53.4M	10	0.71%	Increased
457	BGC Blue Grotto Capital Atlanta, Georgia	$113M	+$27.8M	2	9.46%	Increased
458	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$113M	+$33.5M	11	0.9%	Increased
459	SCM Sirios Capital Management Boston, Massachusetts	$113M	-$40.7M	2	13.74%	Reduced
460	Tocqueville Asset Management New York	$113M	+$1.35M	5	1.49%	Increased
461	TAM Telemark Asset Management Boston, Massachusetts	$112M	-$4.17M	3	8.09%	Reduced
462	M&T Bank Buffalo, New York	$111M	-$37.5K	19	0.32%	Reduced
463	Scharf Investments Los Gatos, California	$110M	-$7.4M	1	3.65%	Reduced
464	USS Investment Management London, United Kingdom	$110M	+$17.5M	12	0.4%	Increased
465	Midwest Trust Overland Park, Kansas	$110M	-$2.42M	9	1.25%	Reduced
466	BCM Bornite Capital Management New York	$109M	+$29.3M	2	13.78%	Increased
467	Arbejdsmarkedets Tillaegspension Hilleroed,	$109M	+$29.5M	4	2.38%	Increased
468	GHA GW Henssler & Associates Kennesaw, Georgia	$109M	-$431K	6	4.84%	Reduced
469	Oregon Public Employees Retirement Fund Tigard, Oregon	$109M	+$6.56M	14	1.17%	Increased
470	EP Wealth Advisors Torrance, California	$108M	+$46.2M	19	0.41%	Increased
471	1SP 140 Summer Partners New York	$108M	-$51.6M	2	7.71%	Reduced
472	State of Alaska Department of Revenue Juneau, Alaska	$106M	-$5.84M	15	1.06%	Reduced
473	River Road Asset Management Louisville, Kentucky	$105M	+$20.1M	2	1.17%	Increased
474	MCI McDonald Capital Investors Orinda, California	$104M	-$9.17M	1	7.58%	Reduced
475	Lido Advisors Los Angeles, California	$103M	+$13.8M	22	0.28%	Increased