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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
251	City National Bank Beverly Hills, Delaware	$45.2M	+$1.2M	11	0.68%	Increased
252	Hamlin Capital Management New York	$44.8M	+$46.2M	1	3.05%	New
253	Addenda Capital Montreal, Quebec, Canada	$44.7M	-$7.21M	2	3.98%	Reduced
254	Amundi Asset Management US Boston, Massachusetts	$44.4M	+$34.9M	1	0.17%	Increased
255	HGI Hansberger Global Investors Ft Lauderdale, Florida	$43.7M	+$5.47M	1	9.68%	Increased
256	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$43.5M	-$4.94M	1	1.18%	Reduced
257	Donald Smith & Co New York	$43M	-$1.67M	1	0.86%	Reduced
258	Los Angeles Capital Management Los Angeles, California	$41.4M	+$733K	8	0.46%	Increased
259	KeyBank National Association Cleveland, Ohio	$41.3M	-$1.18M	9	0.27%	Reduced
260	Synovus Financial Columbus, Georgia	$41.1M	+$2.2M	9	1.19%	Increased
261	Aperio Group Sausalito, California	$40.8M	-$32.8M	0	–	Closed
262	LPL Financial San Diego, California	$40.4M	+$501K	14	0.25%	Increased
263	Jacobs Levy Equity Management Florham Park, New Jersey	$40.2M	+$18.3M	3	0.6%	Increased
264	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$39.8M	-$1.82M	8	0.83%	Reduced
265	Findlay Park Partners London, United Kingdom	$39.1M	-$56.9M	2	0.43%	Reduced
266	Schroder Investment Management Group London, United Kingdom	$38.6M	+$10.6M	13	0.05%	Increased
267	Westwood Holdings Group Dallas, Texas	$38.6M	+$6.08M	2	0.3%	Increased
268	Seizert Capital Partners Birmingham, Michigan	$38.3M	-$769K	1	0.91%	Reduced
269	Fjarde Ap-fonden Stockholm, Sweden	$37.9M	-$2.44M	7	0.79%	Reduced
270	Royce & Associates New York	$37.7M	-$1.38M	2	0.11%	Reduced
271	JHC JFB Holdings Corp Atlanta, Georgia	$37.7M	+$37.8M	1	1.37%	New
272	BHG Blue Harbour Group Greenwich, Connecticut	$37.6M	+$36M	1	2.45%	New
273	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$37.3M	+$257K	3	2.37%	Increased
274	ZP Zimmer Partners New York	$36.6M	+$37.2M	3	4.5%	New
275	OppenheimerFunds New York	$36.5M	-$72.3M	5	0.04%	Reduced