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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	BC Blackstart Capital New York	$75.3M	+$10.5M	5	29.23%	Increased
227	NSCM New South Capital Management Memphis, Tennessee	$75.1M	-$758K	1	1.79%	Reduced
228	Commonwealth Equity Services Waltham, Massachusetts	$73.2M	+$3.29M	12	0.44%	Increased
229	Anchor Capital Advisors Boston, Massachusetts	$72.9M	-$185K	3	2.63%	Reduced
230	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$72.3M	-$13.7M	1	3.17%	Reduced
231	Gulf International Bank (UK) London, United Kingdom	$71.2M	+$640K	9	0.96%	Increased
232	AIG American International Group New York	$70.8M	-$5.91M	11	0.25%	Reduced
233	Discovery Capital Management South Norwalk, Connecticut	$70.1M	-$6M	1	1.67%	Reduced
234	CCMH Cornerstone Capital Management Holdings New York	$70.1M	+$3.93M	8	0.55%	Increased
235	Zurich Cantonal Bank Zurich, Switzerland	$69.7M	-$2.29M	13	0.65%	Reduced
236	Advisors Asset Management Monument, Colorado	$69.1M	-$298K	9	1.16%	Reduced
237	Rothschild & Co Asset Management US Stamford, Connecticut	$68.2M	-$11.2M	1	0.75%	Reduced
238	Arrowstreet Capital Boston, Massachusetts	$67.9M	+$3.25M	5	0.18%	Increased
239	Suntrust Banks Atlanta, Georgia	$67M	-$6.39M	8	0.4%	Reduced
240	DZ Bank Frankfurt Am Main, Germany	$66.7M	-$10.9M	6	0.28%	Reduced
241	CIM Castleton Investment Management Stamford, Connecticut	$65.6M	+$15.9M	5	24.3%	Increased
242	Magellan Asset Management Sydney, Australia	$65.4M	+$3.1M	4	0.25%	Increased
243	Raymond James Financial Services Advisors St. Petersburg, Florida	$64.5M	+$1.59M	11	0.41%	Increased
244	EP Elkfork Partners Portland, Oregon	$64.5M	-$194K	9	1.87%	Reduced
245	Westwood Holdings Group Dallas, Texas	$64.4M	-$6.55M	4	0.51%	Reduced
246	SFM Systematic Financial Management Teaneck, New Jersey	$64.2M	+$3.77M	3	1.3%	Increased
247	LM Lasry Marc	$63.6M	+$58.7M	1	13.37%	New
248	US Bancorp Minneapolis, Minnesota	$63.5M	-$60.6K	15	0.2%	Reduced
249	DekaBank Deutsche Girozentrale Frankfurt, Germany	$63M	-$3.97M	10	0.49%	Reduced
250	CC Cannell & Co New York	$62.4M	-$3.61M	1	2.16%	Reduced