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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	OCAM Owl Creek Asset Management New York	$134M	+$14.6M	1	5.99%	Increased
177	AC Alleghany Corporation New York	$130M	$0	1	4.01%	Maintained
178	BAMCO Inc New York	$129M	+$7.46M	1	0.29%	Increased
179	Manning & Napier Group Fairport, New York	$129M	-$2.31M	1	1.1%	Reduced
180	ECP Electron Capital Partners New York	$129M	+$28.1M	2	6.8%	Increased
181	Appaloosa LP Short Hills, New Jersey	$128M	-$27.6M	1	3.06%	Reduced
182	SSM Sound Shore Management Greenwich, Connecticut	$127M	+$9.91M	1	3.59%	Increased
183	MAMU Marathon Asset Management (UK) London, United Kingdom	$126M	-$30.2M	1	1.53%	Reduced
184	Check Capital Management Costa Mesa, California	$126M	-$1.02M	1	5.86%	Reduced
185	Personal Capital Advisors Redwood City, California	$124M	+$2.37M	3	0.62%	Increased
186	Asset Management One Tokyo, Japan	$122M	-$2.1M	8	0.47%	Reduced
187	Commonwealth Equity Services Waltham, Massachusetts	$121M	+$2.38M	15	0.3%	Increased
188	NI Natural Investments Windsor, California	$119M	-$2.95M	1	29.9%	Reduced
189	Brandywine Global Investment Management Philadelphia, Pennsylvania	$119M	+$6.13M	4	0.9%	Increased
190	Point72 Asset Management Stamford, Connecticut	$119M	-$71.9M	4	0.52%	Reduced
191	Kayne Anderson Capital Advisors Los Angeles, California	$118M	+$4.6M	3	3.51%	Increased
192	Laurion Capital Management New York	$118M	+$90.4M	2	0.5%	Increased
193	Raymond James Financial Services Advisors St. Petersburg, Florida	$117M	+$47.9K	17	0.24%	Increased
194	Chevy Chase Trust Bethesda, Maryland	$114M	-$4.36M	5	0.4%	Reduced
195	Pendal Group Sydney, Australia	$114M	-$1.32M	5	0.94%	Reduced
196	Synovus Financial Columbus, Georgia	$112M	-$2.54M	6	1.18%	Reduced
197	Natixis Advisors Boston, Massachusetts	$111M	+$6.3M	11	0.45%	Increased
198	LM Lasry Marc	$110M	$0	1	68.06%	Maintained
199	HighTower Advisors Chicago, Illinois	$109M	-$9.72M	19	0.29%	Reduced
200	AGC Angelo Gordon & Co New York	$108M	+$2.47M	2	6.04%	Increased