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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
126	AGC Angelo Gordon & Co New York	$227M	-$111M	1	12.46%	Reduced
127	Guardian Capital (Canada) Toronto, Ontario, Canada	$223M	-$16.6M	4	3.29%	Reduced
128	Robeco Institutional Asset Management Rotterdam, Netherlands	$218M	+$10.3M	9	1.13%	Increased
129	CP Centerbridge Partners New York	$215M	-$46.8M	1	24.4%	Reduced
130	Balyasny Asset Management Chicago, Illinois	$211M	+$56M	9	0.66%	Increased
131	Fiera Capital (Canada) Montreal, Quebec, Canada	$203M	-$44.3M	7	0.96%	Reduced
132	State of New Jersey Common Pension Fund D Trenton, New Jersey	$198M	+$31.6M	8	0.75%	Increased
133	Davidson Kempner Capital Management New York	$197M	+$22M	1	2.67%	Increased
134	Gabelli Funds Rye, New York	$194M	-$7.85M	11	1.12%	Reduced
135	HBK Investments Dallas, Texas	$191M	-$121M	6	1.49%	Reduced
136	SSM Sound Shore Management Greenwich, Connecticut	$189M	+$171M	1	2.89%	New
137	TAM Third Avenue Management New York	$187M	+$100K	1	9%	Increased
138	Energy Income Partners Westport, Connecticut	$187M	+$9.98M	2	3.2%	Increased
139	Hennessy Advisors Inc Novato, California	$185M	-$12.1M	5	5.67%	Reduced
140	PC Paulson & Co New York	$183M	-$28.7M	1	3.58%	Reduced
141	Sculptor Capital New York	$183M	$0	1	0.91%	Maintained
142	Stifel Financial St. Louis, Missouri	$181M	+$2.67M	14	0.58%	Increased
143	Scotia Capital Toronto, Ontario, Canada	$174M	+$7.33M	7	2.32%	Increased
144	VOYA Investment Management Atlanta, Georgia	$173M	-$109M	12	0.36%	Reduced
145	Wedge Capital Management Charlotte, North Carolina	$172M	-$110K	4	1.54%	Reduced
146	BWA Brave Warrior Advisors New York	$167M	-$961K	1	7.13%	Reduced
147	Putnam Investments Boston, Massachusetts	$167M	-$25M	6	0.37%	Reduced
148	Primecap Management Pasadena, California	$164M	+$307K	2	0.13%	Increased
149	Axa Paris, France	$161M	+$38.2M	6	0.63%	Increased
150	Chevy Chase Trust Bethesda, Maryland	$159M	-$853K	7	0.68%	Reduced