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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	SSM Sound Shore Management Greenwich, Connecticut	$124M	-$14.5M	1	4.55%	Reduced
202	Guardian Capital (Canada) Toronto, Ontario, Canada	$123M	-$56.2M	2	3.75%	Reduced
203	Addenda Capital Montreal, Quebec, Canada	$123M	-$1.49M	2	5.87%	Reduced
204	Capital International Inc Los Angeles, California	$122M	+$55.6M	4	1.7%	Increased
205	JP Morgan Private Wealth Advisors San Francisco, California	$122M	+$56.8M	15	0.31%	Increased
206	Regions Financial Corp Birmingham, Alabama	$122M	+$300K	9	1.16%	Increased
207	Asset Management One Tokyo, Japan	$122M	-$3.44M	9	0.57%	Reduced
208	Raymond James Financial Services Advisors St. Petersburg, Florida	$119M	-$5.26M	16	0.26%	Reduced
209	Aviva London, United Kingdom	$119M	-$8.01M	10	0.63%	Reduced
210	TAM Timucuan Asset Management Jacksonville, Florida	$118M	-$962K	1	5.5%	Reduced
211	Zacks Investment Management Chicago, Illinois	$118M	+$9.69M	3	1.8%	Increased
212	STRS Ohio Columbus, Ohio	$117M	-$8.02M	12	0.53%	Reduced
213	Panagora Asset Management Boston, Massachusetts	$116M	-$58.4M	10	0.76%	Reduced
214	Wedge Capital Management Charlotte, North Carolina	$115M	-$4.77M	6	1.84%	Reduced
215	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$115M	+$31.7M	4	10.82%	Increased
216	Hamlin Capital Management New York	$115M	+$1.47M	1	4.61%	Increased
217	Vaughan David Investments Peoria, Illinois	$115M	+$1.86M	4	3.67%	Increased
218	AGC Angelo Gordon & Co New York	$115M	$0	2	12.76%	Maintained
219	KI Koch Industries Wichita, Kansas	$112M	$0	1	10.89%	Maintained
220	Eagle Asset Management St Petersburg, Florida	$110M	+$32.1M	1	0.69%	Increased
221	Treasurer of the State of North Carolina Raleigh, North Carolina	$109M	-$2.6M	10	0.69%	Reduced
222	Voloridge Investment Management Jupiter, Florida	$107M	+$15.5M	7	0.55%	Increased
223	Squarepoint New York	$107M	+$14.5M	12	0.59%	Increased
224	Capital Advisors Inc Tulsa, Oklahoma	$106M	+$6.8M	3	3.18%	Increased
225	Verition Fund Management Greenwich, Connecticut	$106M	-$14.3M	19	2.1%	Reduced