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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	LPL Financial San Diego, California	$246M	+$20.9M	24	0.24%	Increased
127	Laurion Capital Management New York	$245M	+$43.9M	2	1.45%	Increased
128	Lord, Abbett & Co Jersey City, New Jersey	$244M	+$63.7M	6	0.89%	Increased
129	KeyBank National Association Cleveland, Ohio	$243M	+$3.58M	11	1.26%	Increased
130	Bessemer Group Woodbridge, New Jersey	$237M	-$800K	14	0.62%	Reduced
131	Prudential Financial Newark, New Jersey	$229M	-$57.7M	14	0.39%	Reduced
132	SCM Steadfast Capital Management New York	$228M	+$202M	1	6.16%	New
133	ECP Electron Capital Partners New York	$227M	-$24.1M	2	9.98%	Reduced
134	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$225M	-$17.3M	3	4.1%	Reduced
135	Diamond Hill Capital Management Columbus, Ohio	$224M	-$4.17M	2	1.08%	Reduced
136	Stifel Financial St. Louis, Missouri	$222M	+$7.28M	18	0.36%	Increased
137	OCAM Owl Creek Asset Management New York	$221M	+$14.7M	2	7.28%	Increased
138	PNC Financial Services Group Pittsburgh, Pennsylvania	$220M	-$15M	21	0.23%	Reduced
139	National Bank of Canada Montreal, Quebec, Canada	$220M	+$4.29M	22	1.18%	Increased
140	Appaloosa LP Short Hills, New Jersey	$219M	-$12.6M	1	16.08%	Reduced
141	HSBC Holdings London, United Kingdom	$218M	-$111M	16	0.35%	Reduced
142	Primecap Management Pasadena, California	$215M	-$3.19M	2	0.21%	Reduced
143	Swedbank Stockholm, Sweden	$215M	+$25M	4	0.51%	Increased
144	State of Wisconsin Investment Board Madison, Wisconsin	$214M	-$32.8M	15	0.68%	Reduced
145	Allianz Asset Management Munich, Germany	$213M	-$223M	10	0.43%	Reduced
146	Verition Fund Management Greenwich, Connecticut	$211M	+$82.4M	18	2.36%	Increased
147	D.E. Shaw & Co New York	$210M	+$2.72M	14	0.25%	Increased
148	CIBC Private Wealth Group Atlanta, Georgia	$208M	+$3.39M	6	0.56%	Increased
149	Cohen & Steers New York	$206M	-$26.4M	4	0.46%	Reduced
150	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$200M	+$1.09M	23	2.38%	Increased