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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
201	Regions Financial Corp Birmingham, Alabama	$107M	+$9.89M	8	1.12%	Increased
202	GAM Goldentree Asset Management New York	$106M	+$26.2M	2	15.81%	Increased
203	Susquehanna International Group Bala Cynwyd, Pennsylvania	$106M	+$6.08M	17	0.03%	Increased
204	TimesSquare Capital Management New York	$106M	-$21.8M	1	0.94%	Reduced
205	Martingale Asset Management Boston, Massachusetts	$103M	+$20.7M	6	1.05%	Increased
206	CC Cannell & Co New York	$103M	+$14.6M	2	3.65%	Increased
207	MUFG Securities EMEA London, United Kingdom	$101M	-$6.63M	7	0.8%	Reduced
208	Arizona State Retirement System Phoenix, Arizona	$99.9M	+$486K	7	1.2%	Increased
209	SCM Stonehill Capital Management New York	$98.6M	+$20.1M	1	33.55%	Increased
210	State of Alaska Department of Revenue Juneau, Alaska	$98.4M	-$5.35M	7	1.29%	Reduced
211	Squarepoint New York	$98.1M	+$35.4M	8	0.58%	Increased
212	Guggenheim Capital Chicago, Illinois	$98.1M	+$4.97M	11	0.74%	Increased
213	Raymond James Financial Services Advisors St. Petersburg, Florida	$96.6M	+$1.44M	12	0.31%	Increased
214	CC Carlson Capital Dallas, Texas	$95.3M	-$11.2M	3	1.72%	Reduced
215	Mirae Asset Global Investments Seoul, South Korea	$95.2M	+$2.59M	14	0.59%	Increased
216	Putnam Investments Boston, Massachusetts	$95.2M	-$19.2M	8	0.2%	Reduced
217	Aviva London, United Kingdom	$95.2M	+$1.99M	10	0.58%	Increased
218	Vaughan Nelson Investment Management Houston, Texas	$95M	-$24.8M	3	1.19%	Reduced
219	NM Nokota Management New York	$93M	+$13.5M	2	3.99%	Increased
220	CAM Camden Asset Management Los Angeles, California	$92.9M	+$3.48M	1	2.99%	Increased
221	Lazard Asset Management New York	$92.5M	+$9.18M	8	0.13%	Increased
222	Railway Pension Investments London, United Kingdom	$91.5M	+$8.16M	5	1.02%	Increased
223	Assenagon Asset Management Senningerberg, Luxembourg	$90.9M	-$28.4M	6	0.57%	Reduced
224	Cohen & Steers New York	$90.2M	+$84M	1	0.22%	Increased
225	Baird Financial Group Milwaukee, Wisconsin	$89.9M	-$1.11M	9	0.32%	Reduced