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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
176	AL AJO LP Philadelphia, Pennsylvania	$113M	-$27.5M	3	1.19%	Reduced
177	Regions Financial Corp Birmingham, Alabama	$111M	+$13.3M	7	1.21%	Increased
178	Commonwealth Equity Services Waltham, Massachusetts	$108M	+$1.18M	13	0.37%	Increased
179	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$106M	+$3.58M	9	0.58%	Increased
180	Virginia Retirement Systems Richmond, Virginia	$105M	-$784K	7	1.2%	Reduced
181	Wedge Capital Management Charlotte, North Carolina	$105M	+$2.74M	3	1.4%	Increased
182	Fenimore Asset Management Cobleskill, New York	$104M	+$1.92M	2	3.37%	Increased
183	AGC Angelo Gordon & Co New York	$104M	+$11.3M	2	11.71%	Increased
184	Voloridge Investment Management Jupiter, Florida	$104M	+$9.15M	6	0.87%	Increased
185	Lingotto Investment Management London, United Kingdom	$103M	$0	1	16.54%	Maintained
186	Susquehanna International Group Bala Cynwyd, Pennsylvania	$102M	-$50.3M	19	0.02%	Reduced
187	NHAS Novo Holdings A/S Hellerup, Denmark	$102M	$0	1	5.04%	Maintained
188	Raymond James Financial Services Advisors St. Petersburg, Florida	$100M	+$37.6K	12	0.29%	Increased
189	Pendal Group Sydney, Australia	$96.4M	+$1.08M	1	1.18%	Increased
190	Madison Asset Management Madison, Wisconsin	$95.9M	-$1.35M	2	1.6%	Reduced
191	BAMCO Inc New York	$95.5M	-$15M	2	0.29%	Reduced
192	Aberdeen Group Edinburgh, United Kingdom	$94M	-$7.85M	8	0.25%	Reduced
193	Thompson Siegel & Walmsley Richmond, Virginia	$93.9M	+$21.1M	6	1.82%	Increased
194	KI Koch Industries Wichita, Kansas	$92.8M	$0	1	97.15%	Maintained
195	CIBC Private Wealth Group Atlanta, Georgia	$92.2M	+$28.9M	7	0.28%	Increased
196	Panagora Asset Management Boston, Massachusetts	$90.7M	-$12.1M	13	0.57%	Reduced
197	Hennessy Advisors Inc Novato, California	$89.6M	+$4.88M	6	6.23%	Increased
198	Treasurer of the State of North Carolina Raleigh, North Carolina	$89.3M	+$5.46M	9	0.67%	Increased
199	VanEck Associates New York	$89.1M	+$2.99M	12	0.28%	Increased
200	Mirae Asset Global Investments Seoul, South Korea	$88.4M	+$20.5M	16	0.44%	Increased