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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	Rothschild & Co Asset Management US Stamford, Connecticut	$74.3M	-$8.69M	7	0.84%	Reduced
227	SCM Symons Capital Management Pittsburgh, Pennsylvania	$74.2M	+$11.6M	4	18.08%	Increased
228	AIG American International Group New York	$74.1M	+$610K	11	0.26%	Increased
229	Great Lakes Advisors Chicago, Illinois	$74.1M	+$39.9M	4	1.82%	Increased
230	DZ Bank Frankfurt Am Main, Germany	$73.7M	+$90.2K	7	0.34%	Increased
231	Suntrust Banks Atlanta, Georgia	$73.1M	-$366K	6	0.45%	Reduced
232	NSCM New South Capital Management Memphis, Tennessee	$72.1M	+$381K	1	1.71%	Increased
233	CI Investments Inc Toronto, Ontario, Canada	$71.8M	-$31.5M	1	0.78%	Reduced
234	Zurich Cantonal Bank Zurich, Switzerland	$70.6M	-$450K	11	0.69%	Reduced
235	KGI Kopernik Global Investors Tampa, Florida	$70.5M	+$7.21M	1	14.81%	Increased
236	Jefferies Group New York	$69.8M	+$47.3M	11	0.47%	Increased
237	Gulf International Bank (UK) London, United Kingdom	$68.9M	+$876K	9	0.98%	Increased
238	Advisors Asset Management Monument, Colorado	$68.8M	+$2.71M	9	1.15%	Increased
239	Commonwealth Equity Services Waltham, Massachusetts	$68.7M	+$1.48M	14	0.44%	Increased
240	M&T Bank Buffalo, New York	$67.9M	-$179K	10	0.4%	Reduced
241	Arizona State Retirement System Phoenix, Arizona	$66.9M	-$5.03M	8	0.93%	Reduced
242	Discovery Capital Management South Norwalk, Connecticut	$66.5M	-$59.4M	1	1.62%	Reduced
243	Beck Mack & Oliver New York	$66.4M	-$18.4M	5	2.24%	Reduced
244	Anchor Capital Advisors Boston, Massachusetts	$66.3M	-$6.09M	3	2.42%	Reduced
245	CCMH Cornerstone Capital Management Holdings New York	$65M	+$20M	7	0.51%	Increased
246	DekaBank Deutsche Girozentrale Frankfurt, Germany	$64.8M	-$2.24M	10	0.52%	Reduced
247	SAM Shell Asset Management The Hague, Netherlands	$64.1M	+$2.16M	10	1.37%	Increased
248	BC Blackstart Capital New York	$63.7M	+$32.2M	5	25.58%	Increased
249	EP Elkfork Partners Portland, Oregon	$63.3M	+$5.61M	9	1.91%	Increased
250	Westwood Holdings Group Dallas, Texas	$62.9M	+$2.94M	3	0.51%	Increased