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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	Markel Group Glen Allen, Virginia	$131M	-$740K	1	4.01%	Reduced
152	HCM Huber Capital Management El Segundo, California	$131M	+$23.2M	5	3.43%	Increased
153	NFA Nationwide Fund Advisors Columbus, Ohio	$130M	+$242K	11	0.6%	Increased
154	William Blair & Company Chicago, Illinois	$130M	+$1.53M	8	0.21%	Increased
155	GC Greenlight Capital New York	$127M	-$5.51M	1	1.9%	Reduced
156	IAM Impala Asset Management Palm Beach, Florida	$126M	+$48.5M	1	4.54%	Increased
157	Starboard Value New York	$126M	-$27.7M	2	6.88%	Reduced
158	Susquehanna International Group Bala Cynwyd, Pennsylvania	$123M	-$858K	15	0.06%	Reduced
159	Anchor Capital Advisors Boston, Massachusetts	$122M	-$651K	6	2.42%	Reduced
160	ZP Zimmer Partners New York	$117M	+$76.4M	2	16.33%	Increased
161	Putnam Investments Boston, Massachusetts	$117M	+$1.37M	7	0.26%	Increased
162	Letko, Brosseau & Associates Montreal, Quebec, Canada	$116M	-$1.07M	1	0.99%	Reduced
163	Chevy Chase Trust Bethesda, Maryland	$116M	-$646K	7	0.83%	Reduced
164	Millennium Management New York	$116M	+$48.7M	11	0.33%	Increased
165	ING Group Amsterdam, Netherlands	$115M	-$66.6M	5	0.61%	Reduced
166	Primecap Management Pasadena, California	$110M	-$4.53M	3	0.12%	Reduced
167	USAA United Services Automobile Association San Antonio, Texas	$110M	+$1.78M	7	0.43%	Increased
168	Schroder Investment Management Group London, United Kingdom	$109M	+$69M	14	0.12%	Increased
169	Raymond James & Associates St Petersburg, Florida	$108M	+$1.78M	7	0.74%	Increased
170	Nuveen Charlotte, North Carolina	$108M	-$18.6M	11	0.65%	Reduced
171	LBG Lloyds Banking Group London, United Kingdom	$108M	+$5.7M	7	0.96%	Increased
172	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$104M	-$26.7M	9	0.61%	Reduced
173	ACI AMP Capital Investors Sydney, Australia	$104M	+$25.7M	10	0.7%	Increased
174	Credit Agricole Montrouge Cedex, France	$103M	-$10.4M	10	0.42%	Reduced
175	AGA Altrinsic Global Advisors Stamford, Connecticut	$103M	-$3.76M	1	1.77%	Reduced