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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	Commonwealth Equity Services Waltham, Massachusetts	$69M	+$6.77M	15	0.46%	Increased
227	Gulf International Bank (UK) London, United Kingdom	$68.7M	+$1.66M	9	1%	Increased
228	DekaBank Deutsche Girozentrale Frankfurt, Germany	$68.6M	-$33.3M	8	0.63%	Reduced
229	Martingale Asset Management Boston, Massachusetts	$68M	-$8.9M	5	0.98%	Reduced
230	Advisors Asset Management Monument, Colorado	$67.3M	+$793K	9	1.13%	Increased
231	NSCM New South Capital Management Memphis, Tennessee	$66.7M	-$1.2M	1	1.54%	Reduced
232	QIM Quantitative Investment Management Charlottesville, Virginia	$65.9M	+$23.3M	8	1%	Increased
233	US Bancorp Minneapolis, Minnesota	$65.7M	+$764K	14	0.22%	Increased
234	NN Investment Partners Holdings The Hague, Netherlands	$65.4M	-$26.1M	9	0.62%	Reduced
235	BAPIM British Airways Pensions Investment Management London, United Kingdom	$65.1M	+$24.9M	2	1.96%	Increased
236	Voloridge Investment Management Jupiter, Florida	$65M	+$53M	5	1.58%	Increased
237	Reinhart Partners Mequon, Wisconsin	$64.5M	-$803K	3	5.79%	Reduced
238	SCM Symons Capital Management Pittsburgh, Pennsylvania	$63.2M	-$2.4M	3	15.64%	Reduced
239	SAM Shell Asset Management The Hague, Netherlands	$63.1M	+$2.57M	10	1.39%	Increased
240	State of Michigan Retirement System Lansing, Michigan	$62.2M	-$1.1M	8	0.48%	Reduced
241	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$62.2M	+$1.06M	2	10.85%	Increased
242	SFM Systematic Financial Management Teaneck, New Jersey	$60.6M	-$14.7M	3	1.07%	Reduced
243	CC Cannell & Co New York	$60.4M	+$4.47M	2	2.13%	Increased
244	Westwood Holdings Group Dallas, Texas	$59.5M	+$19.1M	2	0.48%	Increased
245	Eagle Asset Management St Petersburg, Florida	$59.3M	-$13.5M	2	0.37%	Reduced
246	Schroder Investment Management Group London, United Kingdom	$59.2M	-$85.9M	10	0.11%	Reduced
247	EP Elkfork Partners Portland, Oregon	$59.2M	+$8.15M	8	1.82%	Increased
248	TPSF Texas Permanent School Fund Austin, Texas	$56.8M	-$1.11M	8	0.74%	Reduced
249	Raymond James Financial Services Advisors St. Petersburg, Florida	$56.8M	+$3.07M	10	0.43%	Increased
250	Gateway Investment Advisers Cincinnati, Ohio	$56.6M	-$5.44M	7	0.52%	Reduced