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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	LPL Financial San Diego, California	$47.6M	+$1.88M	13	0.26%	Increased
252	Great Lakes Advisors Chicago, Illinois	$47.2M	-$8.41M	6	1.46%	Reduced
253	Addenda Capital Montreal, Quebec, Canada	$47.1M	+$3.2M	2	4.49%	Increased
254	Commonwealth Equity Services Waltham, Massachusetts	$47M	+$2.77M	11	0.49%	Increased
255	BNP Paribas Asset Management Paris, France	$46.5M	-$4.28M	9	0.41%	Reduced
256	Synovus Financial Columbus, Georgia	$46.2M	+$262K	10	1.22%	Increased
257	GA Geneva Advisors Chicago, Illinois	$45.6M	-$18.7M	4	0.92%	Reduced
258	SCM Symons Capital Management Pittsburgh, Pennsylvania	$45.3M	+$6.6M	3	12.19%	Increased
259	Hamlin Capital Management New York	$45.1M	+$2.57M	1	2.49%	Increased
260	Eagle Asset Management St Petersburg, Florida	$45.1M	+$36.8M	4	0.31%	Increased
261	BAMCO Inc New York	$44.1M	+$2.11M	1	0.2%	Increased
262	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$44.1M	+$259K	7	0.97%	Increased
263	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$42.3M	+$40.3M	1	0.76%	New
264	Alyeska Investment Group Chicago, Illinois	$41.6M	-$1.39M	1	0.49%	Reduced
265	Raymond James Financial Services Advisors St. Petersburg, Florida	$41.1M	+$31.8M	9	0.69%	Increased
266	SC Stralem & Co New York	$41M	-$52.2M	2	3.4%	Reduced
267	Pinnacle Associates New York	$41M	-$1.43M	4	0.91%	Reduced
268	Scout Investments Kansas City, Missouri	$40.9M	+$22.4M	1	0.95%	Increased
269	KeyBank National Association Cleveland, Ohio	$40.9M	-$619K	9	0.29%	Reduced
270	Factory Mutual Insurance Waltham, Massachusetts	$39.8M	$0	3	0.54%	Maintained
271	Prudential plc London, England, United Kingdom	$39.4M	+$1.86M	3	0.17%	Increased
272	MAMU Marathon Asset Management (UK) London, United Kingdom	$39.4M	-$359K	1	0.95%	Reduced
273	SG Americas Securities New York	$39M	+$8.63M	12	0.23%	Increased
274	WBC Westpac Banking Corp Sydney, Australia	$38.7M	+$4.86M	8	0.43%	Increased
275	IRF IBM Retirement Fund Armonk, New York	$38.2M	-$968K	8	0.81%	Reduced