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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$156M	+$875K	12	0.56%	Increased
177	SCM Steadfast Capital Management New York	$156M	-$129M	1	4.69%	Reduced
178	PointState Capital New York	$156M	-$2.4M	5	5.26%	Reduced
179	MI MMCAP International Grand Cayman, Cayman Islands	$152M	+$45.5M	9	29.93%	Increased
180	Truist Financial Charlotte, North Carolina	$152M	+$15.6M	13	0.26%	Increased
181	Aristotle Capital Management Los Angeles, California	$151M	+$21.6M	2	0.32%	Increased
182	MBA Maple-Brown Abbott Barangaroo, Australia	$149M	+$9.11M	2	16.92%	Increased
183	ECP ControlCo Summit, New Jersey	$146M	$0	1	29.24%	Maintained
184	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$145M	-$1.15M	11	0.6%	Reduced
185	Corvex Management New York	$144M	+$44.2M	1	7.09%	Increased
186	Corient Private Wealth Miami, Florida	$144M	+$66M	15	0.39%	Increased
187	Commonwealth Equity Services Waltham, Massachusetts	$143M	+$2.02M	20	0.3%	Increased
188	Osaic Holdings Scottsdale, Arizona	$141M	+$3.98M	32	0.27%	Increased
189	Verition Fund Management Greenwich, Connecticut	$141M	+$15.6M	14	1.95%	Increased
190	SCM Segra Capital Management Palm Beach, Florida	$141M	+$15.7M	6	99.78%	Increased
191	Thompson Siegel & Walmsley Richmond, Virginia	$139M	+$44.7M	5	2.25%	Increased
192	Natixis Advisors Boston, Massachusetts	$139M	-$6.73M	13	0.48%	Reduced
193	Hotchkis & Wiley Capital Management Los Angeles, California	$139M	-$7.18M	2	0.53%	Reduced
194	Chevy Chase Trust Bethesda, Maryland	$138M	+$1.22M	7	0.55%	Increased
195	Cerity Partners New York	$136M	+$2.65M	13	0.32%	Increased
196	Synovus Financial Columbus, Georgia	$131M	-$590K	6	1.47%	Reduced
197	Zacks Investment Management Chicago, Illinois	$127M	+$4.41M	2	1.71%	Increased
198	Hamlin Capital Management New York	$127M	+$5.72M	1	4.41%	Increased
199	Tortoise Capital Advisors Overland Park, Kansas	$124M	+$19.4M	4	1.87%	Increased
200	Lingotto Investment Management London, United Kingdom	$124M	-$18.1M	2	8.89%	Reduced