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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	Public Employees Retirement Association of Colorado Denver, Colorado	$60M	-$3.2M	9	0.51%	Reduced
227	Stifel Financial St. Louis, Missouri	$60M	+$5.11M	11	0.54%	Increased
228	CEP Chicago Equity Partners Chicago, Illinois	$59.8M	+$19.8M	2	1.58%	Increased
229	Hamlin Capital Management New York	$59.7M	+$529K	1	3.35%	Increased
230	Reinhart Partners Mequon, Wisconsin	$59.4M	-$13.5M	3	4.27%	Reduced
231	PEAK6 Group Chicago, Illinois	$58.2M	+$50.4M	7	0.56%	Increased
232	VVP Vulcan Value Partners Birmingham, Alabama	$58.1M	+$508K	1	0.86%	Increased
233	Fenimore Asset Management Cobleskill, New York	$57.1M	-$34.2K	1	3.09%	Reduced
234	Prudential plc London, England, United Kingdom	$56M	-$8.09M	3	0.23%	Reduced
235	City National Bank Beverly Hills, Delaware	$55.7M	+$7.84M	11	0.51%	Increased
236	Advisors Asset Management Monument, Colorado	$55.6M	+$5.8M	8	0.77%	Increased
237	Meag Munich Ergo Munich, Germany	$55.5M	+$29.3M	6	2.42%	Increased
238	TSU TD Securities (USA) New York	$55.3M	+$3.41M	7	0.89%	Increased
239	Gulf International Bank (UK) London, United Kingdom	$54.4M	+$484K	9	1%	Increased
240	QS Investors New York	$54.3M	+$18.3M	8	1.45%	Increased
241	Point72 Asset Management Stamford, Connecticut	$53.7M	+$52.7M	1	0.34%	New
242	Panagora Asset Management Boston, Massachusetts	$53.2M	+$12.7M	9	0.26%	Increased
243	Numeric Investors Boston, Massachusetts	$53.1M	+$28M	3	0.79%	Increased
244	CI Investments Inc Toronto, Ontario, Canada	$53M	+$20.6M	1	0.52%	Increased
245	Seizert Capital Partners Birmingham, Michigan	$52.9M	+$5.26M	2	1.05%	Increased
246	Waddell & Reed Financial Overland Park, Kansas	$51.7M	+$39.2K	2	0.08%	Increased
247	CC Cannell & Co New York	$50.8M	-$8.65M	1	1.56%	Reduced
248	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$50.7M	-$5.01M	1	0.59%	Reduced
249	PHAM Pacific Heights Asset Management San Francisco, California	$49.8M	-$19.5M	2	1.81%	Reduced
250	Glenmede Trust Philadelphia, Pennsylvania	$48.9M	+$2.85M	10	0.44%	Increased