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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	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$49.5M	+$13.9M	1	1.32%	Increased
252	SG Americas Securities New York	$48.9M	-$37.1M	10	0.29%	Reduced
253	Seizert Capital Partners Birmingham, Michigan	$48.2M	+$1.09M	2	0.97%	Increased
254	Martingale Asset Management Boston, Massachusetts	$47.7M	+$3.97M	6	1.48%	Increased
255	London Company of Virginia Richmond, Virginia	$46.1M	+$4.07M	1	0.51%	Increased
256	Synovus Financial Columbus, Georgia	$45.7M	+$1.3M	10	1.27%	Increased
257	Arrowstreet Capital Boston, Massachusetts	$45.4M	-$180M	5	0.24%	Reduced
258	LPL Financial San Diego, California	$44.8M	+$596K	15	0.27%	Increased
259	Waddell & Reed Financial Overland Park, Kansas	$44.5M	-$551K	2	0.06%	Reduced
260	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$44.3M	-$3.28M	1	0.6%	Reduced
261	PHAM Pacific Heights Asset Management San Francisco, California	$44.2M	$0	2	1.77%	Maintained
262	Capital Guardian Trust Los Angeles, California	$43.9M	-$540K	8	0.31%	Reduced
263	CA Cortland Advisers Wilmington, Delaware	$43.7M	+$43.9M	1	0.96%	New
264	Great Lakes Advisors Chicago, Illinois	$43.5M	+$12.8M	6	1.46%	Increased
265	Meag Munich Ergo Munich, Germany	$43.4M	-$9.37M	6	2.01%	Reduced
266	Addenda Capital Montreal, Quebec, Canada	$43.4M	-$4.67M	1	3.82%	Reduced
267	MAMU Marathon Asset Management (UK) London, United Kingdom	$42.4M	-$314K	1	1.04%	Reduced
268	SCM SIR Capital Management New York	$42.4M	+$42.9M	4	7.56%	New
269	BCM Barometer Capital Management Toronto, Ontario, Canada	$42.4M	+$38.8M	1	3.4%	New
270	Weiss Multi-Strategy Advisers New York	$42.3M	+$29M	3	1.03%	Increased
271	Fidelity International Hamilton, Bermuda	$41.7M	+$26.2M	1	0.16%	Increased
272	RRC Red Rocks Capital Denver, Colorado	$41.7M	-$2.96M	1	11.75%	Reduced
273	Silvercrest Asset Management New York	$41.4M	+$86.7K	5	0.64%	Increased
274	Two Sigma Advisers New York	$41.4M	+$24.9M	8	0.31%	Increased
275	Glenmede Trust Philadelphia, Pennsylvania	$40.9M	-$5.5M	12	0.36%	Reduced