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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	Panagora Asset Management Boston, Massachusetts	$326M	-$82M	12	1.47%	Reduced
202	Zurich Cantonal Bank Zurich, Switzerland	$326M	+$7.97M	29	0.8%	Increased
203	Capital Advisors Inc Tulsa, Oklahoma	$320M	+$3.5M	5	5.74%	Increased
204	ACG Aventail Capital Group New York	$313M	-$2.21M	10	13.8%	Reduced
205	Axiom Investors Greenwich, Connecticut	$310M	+$138M	2	2.55%	Increased
206	SCM Segra Capital Management Palm Beach, Florida	$310M	-$1.72M	8	85.64%	Reduced
207	Sapient Capital Indianapolis, Indiana	$307M	-$398K	7	5.51%	Reduced
208	Focus Partners Wealth Boston, Massachusetts	$302M	+$39.2M	23	0.66%	Increased
209	Royal London Asset Management United Kingdom	$302M	-$4.28M	10	0.69%	Reduced
210	STRS Ohio Columbus, Ohio	$301M	+$32.2M	19	1.12%	Increased
211	Magellan Asset Management Sydney, Australia	$300M	+$4.27M	5	3.43%	Increased
212	Baillie Gifford & Co Edinburgh, United Kingdom	$297M	-$3.11M	2	0.22%	Reduced
213	Gabelli Funds Rye, New York	$290M	-$1.66M	15	2.06%	Reduced
214	State of Tennessee, Department of Treasury Nashville, Tennessee	$290M	-$8.22M	15	1.04%	Reduced
215	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$288M	-$2.91M	4	11.15%	Reduced
216	Osaic Holdings Scottsdale, Arizona	$286M	+$83M	39	0.51%	Increased
217	London Company of Virginia Richmond, Virginia	$281M	+$64.2M	1	1.59%	Increased
218	Wealth Enhancement Advisory Services Plymouth, Minnesota	$281M	+$11.8M	28	0.46%	Increased
219	Janney Montgomery Scott Philadelphia, Pennsylvania	$277M	+$19.3M	24	0.72%	Increased
220	PointState Capital New York	$275M	-$200M	3	4.19%	Reduced
221	Nomura Asset Management Tokyo, Japan	$271M	+$17.8M	14	0.74%	Increased
222	Zurich Insurance Group Zurich, Switzerland	$267M	+$96.8M	6	2.06%	Increased
223	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$266M	+$7.14M	20	0.9%	Increased
224	Picton Mahoney Asset Management Toronto, Ontario, Canada	$265M	+$189M	14	2.73%	Increased
225	Blackstone Inc New York	$265M	+$205M	1	1.13%	Increased