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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	ZP Zimmer Partners New York	$57.2M	+$13.2M	3	1.7%	Increased
252	SG Americas Securities New York	$56.8M	+$5.51M	12	0.4%	Increased
253	Societe Generale	$56.8M	+$53.3M	12	0.4%	New
254	ORIO Old Republic International (ORI) Chicago, Illinois	$56M	$0	3	2.5%	Maintained
255	Synovus Financial Columbus, Georgia	$55.9M	-$655K	9	1.29%	Reduced
256	Ariel Investments Chicago, Illinois	$54.9M	-$29.7M	1	0.69%	Reduced
257	Raymond James Financial Services Advisors St. Petersburg, Florida	$54.8M	+$2.03M	8	0.53%	Increased
258	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$54.7M	-$1.16M	2	10.8%	Reduced
259	SCM Symons Capital Management Pittsburgh, Pennsylvania	$54.5M	+$629K	3	12.66%	Increased
260	Reinhart Partners Mequon, Wisconsin	$54M	-$670K	3	5.4%	Reduced
261	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$52.9M	+$6.54M	1	0.85%	Increased
262	QIM Quantitative Investment Management Charlottesville, Virginia	$52.1M	+$27.9M	7	2.43%	Increased
263	Public Employees Retirement Association of Colorado Denver, Colorado	$51.6M	-$1.94M	9	0.43%	Reduced
264	AGA Altrinsic Global Advisors Stamford, Connecticut	$50.8M	-$13.2M	1	1.43%	Reduced
265	JIR James Investment Research Alpha, Ohio	$50.7M	-$18.6M	5	1.28%	Reduced
266	Susquehanna International Group Bala Cynwyd, Pennsylvania	$50.6M	-$25.6M	16	0.03%	Reduced
267	HighTower Advisors Chicago, Illinois	$50.1M	-$5.6M	8	0.63%	Reduced
268	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$48.4M	-$265K	7	1.02%	Reduced
269	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$47.8M	-$5.34M	8	1.02%	Reduced
270	ExxonMobil Investment Management Irving, Texas	$47.6M	+$3.39M	7	1.01%	Increased
271	Baird Financial Group Milwaukee, Wisconsin	$47.4M	-$18.6M	8	0.44%	Reduced
272	BAPIM British Airways Pensions Investment Management London, United Kingdom	$46.8M	-$34M	2	1.41%	Reduced
273	ACM Aviance Capital Management Sarasota, Florida	$46.3M	+$9.33M	4	1.39%	Increased
274	HCM Huber Capital Management El Segundo, California	$46.1M	-$3.65M	3	1.9%	Reduced
275	Great Lakes Advisors Chicago, Illinois	$46M	-$2.59M	7	1.25%	Reduced