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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	Asset Management One Tokyo, Japan	$117M	-$25K	9	0.6%	Reduced
202	Raymond James Financial Services Advisors St. Petersburg, Florida	$116M	+$4.57M	19	0.26%	Increased
203	BAMCO Inc New York	$116M	-$13.5M	2	0.37%	Reduced
204	CET Clean Energy Transition London, United Kingdom	$116M	-$2.12M	1	13.26%	Reduced
205	River Road Asset Management Louisville, Kentucky	$115M	-$13.9M	2	1.72%	Reduced
206	Silvercrest Asset Management New York	$115M	+$12.6M	7	0.95%	Increased
207	Alyeska Investment Group Chicago, Illinois	$115M	+$191K	3	1.34%	Increased
208	SSM Sound Shore Management Greenwich, Connecticut	$115M	+$333K	1	4.63%	Increased
209	Aviva London, United Kingdom	$114M	-$3.3M	7	0.66%	Reduced
210	Eagle Asset Management St Petersburg, Florida	$114M	+$21.5M	3	0.75%	Increased
211	Zacks Investment Management Chicago, Illinois	$114M	+$4.77M	4	1.82%	Increased
212	Empyrean Capital Partners Los Angeles, California	$114M	-$177K	2	3.53%	Reduced
213	ECP ControlCo Summit, New Jersey	$113M	$0	1	22.71%	Maintained
214	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$112M	+$11.1M	3	9.47%	Increased
215	Vaughan David Investments Peoria, Illinois	$112M	+$933K	4	3.74%	Increased
216	TAM Timucuan Asset Management Jacksonville, Florida	$108M	-$589K	1	5.18%	Reduced
217	Regions Financial Corp Birmingham, Alabama	$108M	-$1.24M	9	1.09%	Reduced
218	BRIM Broad Run Investment Management Arlington, Virginia	$108M	-$9.82M	1	11.79%	Reduced
219	ExodusPoint Capital Management New York	$108M	-$104M	11	1.41%	Reduced
220	Treasurer of the State of North Carolina Raleigh, North Carolina	$107M	+$1.53M	10	0.71%	Increased
221	State of Tennessee, Department of Treasury Nashville, Tennessee	$107M	+$4.75M	10	0.52%	Increased
222	Corvex Management New York	$107M	-$35.6M	1	6.28%	Reduced
223	Man Group London, United Kingdom	$107M	+$115M	11	0.5%	New
224	MI MMCAP International Grand Cayman, Cayman Islands	$107M	+$28.4M	6	8.43%	Increased
225	Mawer Investment Management Calgary, Alberta, Canada	$106M	+$10.8M	2	0.64%	Increased