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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	Jane Street New York	$123M	-$175M	29	0.05%	Reduced
202	Mawer Investment Management Calgary, Alberta, Canada	$123M	+$1.42M	2	0.67%	Increased
203	River Road Asset Management Louisville, Kentucky	$122M	+$17.6M	1	1.66%	Increased
204	Silvercrest Asset Management New York	$119M	-$20.8M	7	0.91%	Reduced
205	Driehaus Capital Management Chicago, Illinois	$118M	+$8.79M	4	1.66%	Increased
206	KI Koch Industries Wichita, Kansas	$118M	$0	1	9.51%	Maintained
207	Asset Management One Tokyo, Japan	$115M	+$2.04M	8	0.52%	Increased
208	Addenda Capital Montreal, Quebec, Canada	$115M	-$1.43M	2	4.73%	Reduced
209	Two Sigma Investments New York	$115M	+$14.7M	11	0.33%	Increased
210	Raymond James Financial Services Advisors St. Petersburg, Florida	$113M	+$991K	19	0.21%	Increased
211	Scharf Investments Los Gatos, California	$113M	+$113M	1	3.57%	Increased
212	Treasurer of the State of North Carolina Raleigh, North Carolina	$113M	-$1.72M	10	0.64%	Reduced
213	Vaughan David Investments Peoria, Illinois	$112M	+$1.99M	4	3.4%	Increased
214	Kayne Anderson Capital Advisors Los Angeles, California	$112M	-$44.5M	4	3.32%	Reduced
215	Canoe Financial Calgary, Alberta, Canada	$111M	+$57.2M	2	1.55%	New
216	Montrusco Bolton Investments Montreal, Quebec, Canada	$110M	+$56.5M	2	2.28%	Increased
217	CAPTRUST Financial Advisors Raleigh, North Carolina	$106M	+$3.51M	17	0.47%	Increased
218	MAMU Marathon Asset Management (UK) London, United Kingdom	$106M	-$11.4M	2	2.95%	Reduced
219	BAMCO Inc New York	$105M	-$1.02M	2	0.32%	Reduced
220	Assenagon Asset Management Senningerberg, Luxembourg	$104M	-$24.1M	9	0.37%	Reduced
221	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$104M	-$8.2M	1	3.67%	Reduced
222	Capital Advisors Inc Tulsa, Oklahoma	$104M	+$19.6M	4	2.79%	Increased
223	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$103M	-$26.8M	4	7.71%	Reduced
224	State of Tennessee, Department of Treasury Nashville, Tennessee	$99.6M	+$9.77M	11	0.44%	Increased
225	Guardian Capital (Canada) Toronto, Ontario, Canada	$97.4M	+$18.3M	3	3.11%	Increased