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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	SAM Scopus Asset Management New York	$86.7M	+$15.9M	7	1.46%	Increased
452	USS Investment Management London, United Kingdom	$86.6M	-$13M	10	0.51%	Reduced
453	NEOS Investment Management Westport, Connecticut	$86.4M	+$18.3M	11	1.07%	Increased
454	Fifth Third Bancorp Cincinnati, Ohio	$86.4M	+$1.68M	18	0.3%	Increased
455	SSM Sound Shore Management Greenwich, Connecticut	$86.3M	+$20.4M	1	2.94%	Increased
456	Sanibel Captiva Trust Company Sanibel, Florida	$86M	-$1.4M	5	2.64%	Reduced
457	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$85.4M	+$5.13M	10	0.77%	Increased
458	Perpetual Ltd Sydney, New South Wales, Australia	$85.3M	+$3.12M	6	1%	Increased
459	Lockheed Martin Investment Management Bethesda, Maryland	$85.2M	+$36.4M	3	3.11%	Increased
460	Wedge Capital Management Charlotte, North Carolina	$85.1M	-$32.2M	3	1.52%	Reduced
461	PCM Philosophy Capital Management Alamo, California	$85M	+$32.8M	2	4.17%	Increased
462	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$84.7M	-$13.9M	6	55.55%	Reduced
463	Nissay Asset Management Tokyo, Japan	$84.7M	+$910K	8	0.5%	Increased
464	MN Services Vermogensbeheer The Hague, Netherlands	$84.1M	+$31.7M	4	0.59%	Increased
465	Caxton Associates (UK) London,	$83.7M	+$59.4M	7	2.12%	Increased
466	Los Angeles Capital Management Los Angeles, California	$83.6M	-$1.28M	13	0.31%	Reduced
467	Hudson Bay Capital Management Stamford, Connecticut	$82.5M	-$20.5M	11	0.28%	Reduced
468	SCM Steadfast Capital Management New York	$82.5M	-$54.8M	1	1.47%	Reduced
469	New York Life Investment Management New York	$81.9M	+$1.37M	9	0.77%	Increased
470	Kayne Anderson Capital Advisors Los Angeles, California	$81.6M	-$12M	7	1.89%	Reduced
471	ING Group Amsterdam, Netherlands	$81.3M	+$2.1M	9	0.49%	Increased
472	NewEdge Wealth Pittsburgh, Pennsylvania	$81.2M	+$6.3M	10	1.27%	Increased
473	Virginia Retirement Systems Richmond, Virginia	$80.9M	-$4.72M	6	0.56%	Reduced
474	Miller Howard Investments Kingston, New York	$80.8M	+$1.73M	7	2.56%	Increased
475	Copeland Capital Management Conshohocken, Pennsylvania	$80.7M	-$16.1M	2	1.66%	Reduced