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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	KCM Knighthead Capital Management New York	$198M	+$80.8M	1	36.43%	Increased
127	Allianz Asset Management Munich, Germany	$195M	-$26M	14	0.22%	Reduced
128	Cohen & Steers New York	$194M	+$122M	3	0.54%	Increased
129	FIG Fortress Investment Group New York	$190M	-$4.78M	1	18.17%	Reduced
130	Truist Financial Charlotte, North Carolina	$189M	+$15.8M	10	0.42%	Increased
131	HSBC Holdings London, United Kingdom	$188M	-$4.28M	14	0.36%	Reduced
132	Cooke & Bieler Philadelphia, Pennsylvania	$176M	-$15M	2	2.42%	Reduced
133	AGF Investments Inc Toronto, Ontario, Canada	$176M	+$27.1M	7	1.85%	Increased
134	RCM Redwood Capital Management New York	$174M	+$97M	1	18.48%	Increased
135	CCP Cyrus Capital Partners New York	$173M	+$167M	1	59.49%	Increased
136	Davidson Kempner Capital Management New York	$170M	-$8.86M	2	4.1%	Reduced
137	VOYA Investment Management Atlanta, Georgia	$170M	+$6.94M	14	0.39%	Increased
138	DekaBank Deutsche Girozentrale Frankfurt, Germany	$165M	+$43.6M	11	1.04%	Increased
139	Apollo Management Holdings New York	$163M	-$2.13M	1	1.77%	Reduced
140	Envestnet Asset Management Chicago, Illinois	$161M	+$24.2M	10	0.16%	Increased
141	ClearBridge Investments (Australia) Sydney, Australia	$157M	-$78.1M	7	9.27%	Reduced
142	ORIO Old Republic International (ORI) Chicago, Illinois	$156M	$0	3	4.42%	Maintained
143	Primecap Management Pasadena, California	$154M	+$2.56M	2	0.13%	Increased
144	Two Sigma Investments New York	$151M	+$30.8M	11	0.75%	Increased
145	Susquehanna International Group Bala Cynwyd, Pennsylvania	$149M	+$87.4M	16	0.04%	Increased
146	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$146M	-$7.82M	16	2.19%	Reduced
147	STRS Ohio Columbus, Ohio	$145M	+$20.2M	9	0.63%	Increased
148	Gabelli Funds Rye, New York	$144M	+$2.77M	12	1.18%	Increased
149	OCAM Owl Creek Asset Management New York	$144M	-$1.76M	2	10.98%	Reduced
150	BRIM Broad Run Investment Management Arlington, Virginia	$144M	-$29.9M	1	9.39%	Reduced