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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	Capital Fund Management (CFM) Paris, France	$76.4M	+$42.6M	4	0.42%	Increased
227	Andra AP-fonden Goteborg, Sweden	$76.1M	-$3.17M	10	1.73%	Reduced
228	Anchor Capital Advisors Boston, Massachusetts	$76M	-$2.44M	3	2.68%	Reduced
229	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$75.4M	-$1.2M	1	3.12%	Reduced
230	Loomis, Sayles & Company Boston, Massachusetts	$75M	-$26.1M	4	0.16%	Reduced
231	Advisors Asset Management Monument, Colorado	$72.4M	+$595K	9	1.19%	Increased
232	Gulf International Bank (UK) London, United Kingdom	$71.8M	+$1.79M	10	0.91%	Increased
233	Zurich Cantonal Bank Zurich, Switzerland	$71.4M	+$2.86M	14	0.63%	Increased
234	Appaloosa LP Short Hills, New Jersey	$68.3M	+$81.3M	2	0.64%	New
235	Assenagon Asset Management Senningerberg, Luxembourg	$67.2M	+$23.8M	4	0.69%	Increased
236	Westwood Holdings Group Dallas, Texas	$65.8M	-$8.85M	2	0.5%	Reduced
237	Raymond James Financial Services Advisors St. Petersburg, Florida	$65.6M	-$1.26M	8	0.41%	Reduced
238	BAMCO Inc New York	$64.7M	+$4.23M	2	0.3%	Increased
239	Suntrust Banks Atlanta, Georgia	$64.5M	-$5.22M	6	0.37%	Reduced
240	Rothschild & Co Asset Management US Stamford, Connecticut	$63.3M	-$12.4M	1	0.67%	Reduced
241	DekaBank Deutsche Girozentrale Frankfurt, Germany	$63M	$0	10	0.49%	Maintained
242	EP Elkfork Partners Portland, Oregon	$63M	+$1.15M	9	1.71%	Increased
243	ALPS Advisors Denver, Colorado	$62.4M	-$46.9M	5	0.43%	Reduced
244	CC Cannell & Co New York	$62M	-$3.61M	1	2.14%	Reduced
245	MetLife Investment Management Whippany, New Jersey	$62M	+$64.2M	9	0.7%	New
246	CCMH Cornerstone Capital Management Holdings New York	$61.7M	-$3.35M	8	0.43%	Reduced
247	Check Capital Management Costa Mesa, California	$61.5M	+$59.8M	1	3.38%	New
248	Los Angeles Capital Management Los Angeles, California	$61.3M	-$27.4M	10	0.33%	Reduced
249	SAM Shell Asset Management The Hague, Netherlands	$60.8M	+$2.82M	11	1.21%	Increased
250	GFPC Global Financial Private Capital Sarasota, Florida	$60.6M	-$2.07M	4	2.08%	Reduced