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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	Osaic Holdings Scottsdale, Arizona	$394M	-$5.32M	45	0.58%	Reduced
202	Mirae Asset Global Investments Seoul, South Korea	$392M	+$478K	20	1.12%	Increased
203	Congress Asset Management Boston, Massachusetts	$385M	+$17.8M	7	2.76%	Increased
204	PointState Capital New York	$377M	-$263M	1	4.78%	Reduced
205	Allianz Asset Management Munich, Germany	$373M	+$80M	13	0.39%	Increased
206	Creative Planning Overland Park, Kansas	$371M	+$44.7M	29	0.25%	Increased
207	Caledonia Investments (Australia) Sydney NSW, Australia	$369M	-$233M	1	10.73%	Reduced
208	Brown Advisory Baltimore, Maryland	$365M	+$2.43M	15	0.6%	Increased
209	Regents of the University of California Oakland, California	$363M	-$89	1	12.09%	Reduced
210	Axiom Investors Greenwich, Connecticut	$356M	+$35.9M	3	3.97%	Increased
211	AIM Allen Investment Management New York	$346M	-$8.46M	3	4.27%	Reduced
212	DCM DME Capital Management New York	$338M	-$57.3M	2	10.59%	Reduced
213	Vident Advisory Alpharetta, Georgia	$338M	+$31.7M	32	2.88%	Increased
214	STRS Ohio Columbus, Ohio	$337M	-$6.58M	19	1.34%	Reduced
215	Gabelli Funds Rye, New York	$335M	-$14.2M	18	2.26%	Reduced
216	Eventide Asset Management Boston, Massachusetts	$333M	-$55.1M	8	5.51%	Reduced
217	State of Tennessee, Department of Treasury Nashville, Tennessee	$331M	+$6.4M	16	1.11%	Increased
218	Magellan Asset Management Sydney, Australia	$331M	+$27M	5	4.29%	Increased
219	Merewether Investment Management Dallas, Texas	$331M	+$46.9M	4	6.41%	Increased
220	Munro Partners Melbourne, Australia	$326M	-$136M	5	11.06%	Reduced
221	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$326M	-$15.6M	3	12.65%	Reduced
222	Corient Private Wealth Miami, Florida	$325M	-$111M	24	0.46%	Reduced
223	Asset Management One Tokyo, Japan	$324M	+$12.8M	13	0.96%	Increased
224	NewEdge Advisors New Orleans, Louisiana	$323M	-$10.2M	33	1.17%	Reduced
225	Picton Mahoney Asset Management Toronto, Ontario, Canada	$323M	+$31.9M	14	2.38%	Increased