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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	Global X Management Company New York	$204M	-$36.7M	16	3.63%	Reduced
127	First Pacific Advisors El Segundo, California	$204M	+$43.7M	1	1.46%	Increased
128	AGC Angelo Gordon & Co New York	$203M	-$19.7M	1	12.95%	Reduced
129	Guardian Capital (Canada) Toronto, Ontario, Canada	$201M	-$17M	4	3.41%	Reduced
130	Stifel Financial St. Louis, Missouri	$199M	+$18M	12	0.61%	Increased
131	SCM Scopia Capital Management New York	$199M	-$10.1M	1	3.47%	Reduced
132	BNP Paribas Financial Markets Paris, France	$196M	+$16.9M	14	0.33%	Increased
133	HSBC Holdings London, United Kingdom	$192M	-$53.5M	12	0.34%	Reduced
134	Baupost Group Boston, Massachusetts	$192M	+$58.5M	1	1.67%	Increased
135	USAA United Services Automobile Association San Antonio, Texas	$185M	+$24.4M	11	0.49%	Increased
136	Lord, Abbett & Co Jersey City, New Jersey	$184M	-$11.2M	6	0.54%	Reduced
137	Balyasny Asset Management Chicago, Illinois	$184M	-$148M	11	0.83%	Reduced
138	TimesSquare Capital Management New York	$182M	-$9.95M	1	1.22%	Reduced
139	Hotchkis & Wiley Capital Management Los Angeles, California	$181M	-$30M	2	0.68%	Reduced
140	Gabelli Funds Rye, New York	$180M	-$2.34M	11	1.07%	Reduced
141	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$177M	+$74.5M	4	1.51%	Increased
142	Fiera Capital (Canada) Montreal, Quebec, Canada	$176M	-$2.24M	7	0.76%	Reduced
143	ZP Zimmer Partners New York	$173M	+$58.8M	4	2.38%	Increased
144	Two Sigma Investments New York	$173M	-$70.1M	8	0.51%	Reduced
145	VOYA Investment Management Atlanta, Georgia	$169M	-$3.23M	12	0.36%	Reduced
146	Macquarie Group Sydney, NSW 2000, Australia	$168M	+$445K	10	0.29%	Increased
147	Abrams Capital Management Boston, Massachusetts	$166M	$0	1	4.63%	Maintained
148	Panagora Asset Management Boston, Massachusetts	$166M	+$61.2M	13	0.66%	Increased
149	Primecap Management Pasadena, California	$165M	+$4.43M	2	0.12%	Increased
150	LM Lasry Marc	$164M	-$17.9M	1	35.91%	Reduced