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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
Baird
Baird
Wisconsin
$46.9M +$13.4M 6 0.68% Increased
252
City National Bank
City National Bank
Delaware
$46.9M -$1.99M 11 0.66% Reduced
253
BKBG
BHF Kleinwort Benson Group
Belgium
$46.4M +$19.6M 6 1.34% Increased
254
MAMU
Marathon Asset Management (UK)
United Kingdom
$45.8M +$43.7M 1 1.17% New
255
Seizert Capital Partners
Seizert Capital Partners
Michigan
$45.3M +$7.75M 2 1.06% Increased
256
Glenmede Trust
Glenmede Trust
Pennsylvania
$45M -$13M 10 0.42% Reduced
257
VE
Vega Energy
New York
$44.9M +$9.47M 2 19.7% Increased
258
Donald Smith & Co
Donald Smith & Co
New York
$44.7M +$206K 1 0.87% Increased
259
Nomura Asset Management
Nomura Asset Management
Japan
$44.6M -$8.29M 7 0.82% Reduced
260
Tocqueville Asset Management
Tocqueville Asset Management
New York
$44.3M -$8.13M 8 0.58% Reduced
261
LPL Financial
LPL Financial
California
$44.2M +$376K 14 0.27% Increased
262
KeyBank National Association
KeyBank National Association
Ohio
$43.5M -$1.3M 9 0.34% Reduced
263
Martingale Asset Management
Martingale Asset Management
Massachusetts
$43M +$3.83M 6 1.46% Increased
264
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$42.6M +$1.61M 7 0.85% Increased
265
Synovus Financial
Synovus Financial
Georgia
$42.6M -$1.41M 10 1.25% Reduced
266
TCM
Tetrem Capital Management
Manitoba, Canada
$42.5M +$446K 1 1.16% Increased
267
Advisors Asset Management
Advisors Asset Management
Colorado
$42.4M +$9.21M 8 0.64% Increased
268
Addenda Capital
Addenda Capital
Quebec, Canada
$42.3M -$4.9M 2 3.8% Reduced
269
LI
LMCG Investments
Massachusetts
$42.3M -$7.41M 4 0.94% Reduced
270
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$41.8M -$1.09M 8 0.88% Reduced
271
PTC
Philadelphia Trust Company
Pennsylvania
$41M +$47.1K 3 2.58% Increased
272
Silvercrest Asset Management
Silvercrest Asset Management
New York
$40.1M -$32.4M 5 0.64% Reduced
273
Andra AP-fonden
Andra AP-fonden
Sweden
$39.9M -$11M 6 0.92% Reduced
274
HGI
Hansberger Global Investors
Florida
$39.5M -$8.45M 1 9.45% Reduced
275
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$39.2M +$354K 7 0.89% Increased
9 10
11
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