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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	MAC Monarch Alternative Capital New York	$258M	+$204M	1	39.49%	New
202	Alyeska Investment Group Chicago, Illinois	$258M	+$28.9M	9	1.32%	Increased
203	Diamond Hill Capital Management Columbus, Ohio	$257M	-$78.7M	3	1.04%	Reduced
204	SCM Segra Capital Management Palm Beach, Florida	$256M	+$137M	8	100%	Increased
205	Cooke & Bieler Philadelphia, Pennsylvania	$255M	-$42.7M	1	2.32%	Reduced
206	Verition Fund Management Greenwich, Connecticut	$253M	+$20.3M	20	1.27%	Increased
207	Chevy Chase Trust Bethesda, Maryland	$250M	-$3.19M	9	0.77%	Reduced
208	Gabelli Funds Rye, New York	$249M	-$5.09M	14	1.8%	Reduced
209	Renaissance Technologies New York	$244M	+$60M	14	0.37%	Increased
210	State of Tennessee, Department of Treasury Nashville, Tennessee	$242M	-$3.51M	15	0.85%	Reduced
211	ArrowMark Colorado Holdings Denver, Colorado	$238M	+$8.23M	7	3.05%	Increased
212	FFM Fullerton Fund Management Singapore	$237M	+$645K	4	9.98%	Increased
213	Scharf Investments Los Gatos, California	$232M	-$21.2M	1	6.39%	Reduced
214	Treasurer of the State of North Carolina Raleigh, North Carolina	$231M	+$17.4M	11	0.92%	Increased
215	CC Covalis Capital London, United Kingdom	$226M	+$45.2M	7	31.83%	Increased
216	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$225M	+$6.7M	18	0.96%	Increased
217	Empower Advisory Group Greenwood Village, Colorado	$225M	+$3.45M	5	0.76%	Increased
218	Nomura Asset Management Tokyo, Japan	$223M	+$69.1M	13	0.69%	Increased
219	Hamlin Capital Management New York	$217M	+$13M	1	5.44%	Increased
220	Epoch Investment Partners New York	$215M	+$23.6M	5	0.96%	Increased
221	Artisan Partners Milwaukee, Wisconsin	$213M	+$84.1M	2	0.32%	Increased
222	HRT Financial New York	$213M	+$22.3M	13	1.06%	Increased
223	Zacks Investment Management Chicago, Illinois	$213M	+$18.2M	6	1.84%	Increased
224	Los Angeles Capital Management Los Angeles, California	$212M	+$55M	10	0.85%	Increased
225	Rockefeller Capital Management New York	$212M	+$2.13M	19	0.57%	Increased