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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	Mizuho Markets Americas New York	$189M	+$15M	2	13.92%	Increased
152	AGF Investments Inc Toronto, Ontario, Canada	$187M	-$654K	5	1.67%	Reduced
153	VOYA Investment Management Atlanta, Georgia	$187M	-$46.3M	16	0.47%	Reduced
154	Lord, Abbett & Co Jersey City, New Jersey	$187M	+$66.2M	4	0.66%	Increased
155	Two Sigma Investments New York	$180M	-$132M	10	0.59%	Reduced
156	ECP Electron Capital Partners New York	$179M	-$164M	2	8.42%	Reduced
157	Brandywine Global Investment Management Philadelphia, Pennsylvania	$178M	-$8.2M	6	1.55%	Reduced
158	Retirement Systems of Alabama Montgomery, Alabama	$177M	+$36.3M	8	0.76%	Increased
159	Davidson Kempner Capital Management New York	$176M	+$1.37M	2	2.98%	Increased
160	Gabelli Funds Rye, New York	$173M	+$247K	14	1.33%	Increased
161	MBA Maple-Brown Abbott Barangaroo, Australia	$172M	-$60.9M	2	17.1%	Reduced
162	SCA Southpoint Capital Advisors New York	$172M	+$80.9M	1	4.87%	Increased
163	Marshall Wace London, United Kingdom	$170M	-$81.6M	11	0.35%	Reduced
164	Allspring Global Investments Charlotte, North Carolina	$170M	-$20M	13	0.28%	Reduced
165	Appaloosa LP Short Hills, New Jersey	$162M	+$101M	2	10.18%	Increased
166	Driehaus Capital Management Chicago, Illinois	$160M	+$18.8M	5	2.59%	Increased
167	OCAM Owl Creek Asset Management New York	$159M	-$642K	2	5.58%	Reduced
168	Truist Financial Charlotte, North Carolina	$158M	-$4.9M	12	0.29%	Reduced
169	State of New Jersey Common Pension Fund D Trenton, New Jersey	$158M	-$1.36M	12	0.6%	Reduced
170	Kayne Anderson Capital Advisors Los Angeles, California	$157M	+$13.4M	5	4.38%	Increased
171	Aristotle Capital Management Los Angeles, California	$154M	-$1.65M	2	0.32%	Reduced
172	Two Sigma Advisers New York	$153M	+$71.2M	9	0.43%	Increased
173	Personal Capital Advisors Redwood City, California	$152M	-$4.3M	4	0.8%	Reduced
174	Select Equity Group New York	$151M	-$168M	2	0.48%	Reduced
175	Synovus Financial Columbus, Georgia	$150M	+$6.23M	8	1.76%	Increased