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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
226	State of Michigan Retirement System Lansing, Michigan	$61.1M	+$436K	7	0.46%	Increased
227	Public Employees Retirement Association of Colorado Denver, Colorado	$60.8M	-$133K	9	0.52%	Reduced
228	Gateway Investment Advisers Cincinnati, Ohio	$60.2M	-$1.86M	7	0.49%	Reduced
229	KBC Group Brussels, Belgium	$59.9M	+$6.31M	10	0.95%	Increased
230	CIBC Private Wealth Group Atlanta, Georgia	$58.2M	+$57.2M	6	0.49%	New
231	KCM Kingstown Capital Management New York	$58.1M	-$1.69M	1	7.27%	Reduced
232	Highbridge Capital Management New York	$57M	+$7.3M	6	0.72%	Increased
233	Capital Guardian Trust Los Angeles, California	$56.8M	-$2.52M	6	0.38%	Reduced
234	CCMH Cornerstone Capital Management Holdings New York	$56.4M	+$3.79M	8	0.66%	Increased
235	Winton Capital Management London, United Kingdom	$56.3M	-$44.8M	3	0.39%	Reduced
236	VVP Vulcan Value Partners Birmingham, Alabama	$55.8M	+$7.44M	1	0.99%	Increased
237	CC Cannell & Co New York	$55.4M	-$16.3M	1	1.81%	Reduced
238	Hamlin Capital Management New York	$55.3M	+$1.8M	1	3.55%	Increased
239	Rothschild & Co Asset Management US Stamford, Connecticut	$55.2M	-$16.4M	3	1.23%	Reduced
240	Aperio Group Sausalito, California	$55.2M	+$53M	12	0.78%	New
241	Weiss Multi-Strategy Advisers New York	$54.7M	+$34.6M	6	1.1%	Increased
242	Stifel Financial St. Louis, Missouri	$53.2M	+$50.7M	11	0.51%	New
243	Fenimore Asset Management Cobleskill, New York	$53M	-$12.4K	1	2.93%	Reduced
244	Waddell & Reed Financial Overland Park, Kansas	$52.8M	+$5.22M	2	0.08%	Increased
245	Gulf International Bank (UK) London, United Kingdom	$51.2M	+$530K	9	1%	Increased
246	PP PDT Partners New York	$51M	+$49.1M	8	1.23%	New
247	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$50.4M	-$181K	1	0.6%	Reduced
248	TSU TD Securities (USA) New York	$49.2M	-$3.37M	7	0.88%	Reduced
249	Loomis, Sayles & Company Boston, Massachusetts	$48.9M	-$5.82M	2	0.14%	Reduced
250	TGI Tradewinds Global Investors Los Angeles, California	$47.7M	-$31.6M	1	1.19%	Reduced