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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	Eaton Vance Management Boston, Massachusetts	$223M	+$18.9M	10	0.26%	Increased
152	Guardian Capital (Canada) Toronto, Ontario, Canada	$218M	-$43M	2	4.24%	Reduced
153	ORIO Old Republic International (ORI) Chicago, Illinois	$213M	-$13.6M	3	4.31%	Reduced
154	VanEck Associates New York	$206M	-$80M	17	0.43%	Reduced
155	Aristotle Capital Management Los Angeles, California	$204M	+$8.44M	2	0.37%	Increased
156	BNP Paribas Financial Markets Paris, France	$202M	-$75.7M	18	0.27%	Reduced
157	Allspring Global Investments Charlotte, North Carolina	$201M	+$9.31M	13	0.25%	Increased
158	Driehaus Capital Management Chicago, Illinois	$198M	+$62.8M	4	2.43%	Increased
159	Jane Street New York	$196M	-$81.9M	26	0.06%	Reduced
160	Brandywine Global Investment Management Philadelphia, Pennsylvania	$195M	-$4.2M	6	1.43%	Reduced
161	CIBC Private Wealth Group Atlanta, Georgia	$193M	-$25.5M	8	0.42%	Reduced
162	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$193M	+$15.4M	4	2.68%	Increased
163	BAMCO Inc New York	$192M	+$11.7M	2	0.47%	Increased
164	Gabelli Funds Rye, New York	$190M	+$5.28M	13	1.25%	Increased
165	River Road Asset Management Louisville, Kentucky	$188M	-$12.5M	2	2.07%	Reduced
166	OMERS Administration Corp Toronto, Ontario, Canada	$187M	-$37.7M	1	2.4%	Reduced
167	OCAM Owl Creek Asset Management New York	$185M	+$35.9M	2	8.03%	Increased
168	Madison Asset Management Madison, Wisconsin	$182M	+$9.01M	3	2.61%	Increased
169	AQR Capital Management Greenwich, Connecticut	$180M	+$8.41M	14	0.34%	Increased
170	Panagora Asset Management Boston, Massachusetts	$178M	+$48.1M	10	0.97%	Increased
171	Mizuho Markets Americas New York	$178M	-$399K	1	10.91%	Reduced
172	FIG Fortress Investment Group New York	$177M	-$38.8M	1	9.63%	Reduced
173	Davidson Kempner Capital Management New York	$177M	-$54.8M	2	2.27%	Reduced
174	BRIM Broad Run Investment Management Arlington, Virginia	$176M	-$4.54M	1	12.43%	Reduced
175	Truist Financial Charlotte, North Carolina	$172M	+$3.16M	12	0.27%	Increased