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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
151	Hennessy Advisors Inc Novato, California	$125M	+$15.7M	5	5.08%	Increased
152	NFA Nationwide Fund Advisors Columbus, Ohio	$124M	+$23.4M	12	0.51%	Increased
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$123M	+$2.68M	9	0.66%	Increased
154	William Blair & Company Chicago, Illinois	$123M	+$4.21M	8	0.2%	Increased
155	SA SQ Advisors Naples, Florida	$122M	+$11.4M	1	5.8%	Increased
156	TAA Turiya Advisors Asia Hong Kong	$121M	+$6.63M	1	10.6%	Increased
157	Anchor Capital Advisors Boston, Massachusetts	$120M	-$7.68M	6	2.38%	Reduced
158	Nuveen Charlotte, North Carolina	$119M	+$26.6M	10	0.77%	Increased
159	Susquehanna International Group Bala Cynwyd, Pennsylvania	$116M	+$50M	16	0.05%	Increased
160	HCM Huber Capital Management El Segundo, California	$112M	+$22.2M	4	3.07%	Increased
161	Northern Trust Company of Connecticut Stamford, Connecticut	$111M	-$4.7M	13	0.7%	Reduced
162	Primecap Management Pasadena, California	$109M	-$10.7M	3	0.13%	Reduced
163	Putnam Investments Boston, Massachusetts	$108M	+$21.4M	7	0.26%	Increased
164	Chevy Chase Trust Bethesda, Maryland	$108M	-$392K	7	0.79%	Reduced
165	D.E. Shaw & Co New York	$108M	+$5M	10	0.15%	Increased
166	Credit Agricole Montrouge Cedex, France	$107M	+$16.2M	10	0.44%	Increased
167	Citadel Advisors Miami, Florida	$106M	+$11.9M	17	0.14%	Increased
168	Letko, Brosseau & Associates Montreal, Quebec, Canada	$106M	-$1.69M	1	0.87%	Reduced
169	USAA United Services Automobile Association San Antonio, Texas	$100M	+$32.5M	7	0.4%	Increased
170	Axa Paris, France	$99.8M	+$14.7M	9	0.45%	Increased
171	Raymond James & Associates St Petersburg, Florida	$99.7M	+$12.3M	7	0.75%	Increased
172	Regions Financial Corp Birmingham, Alabama	$98.4M	-$236K	7	1.22%	Reduced
173	Appaloosa Management Miami Beach, Florida	$97.7M	-$18.5M	1	1.23%	Reduced
174	Winton Capital Management London, United Kingdom	$96.9M	-$40M	6	0.87%	Reduced
175	LBG Lloyds Banking Group London, United Kingdom	$93.3M	+$20.8M	7	0.84%	Increased