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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	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$57M	+$1.79M	2	10.37%	Increased
252	TPSF Texas Permanent School Fund Austin, Texas	$56.6M	-$1.43M	8	0.75%	Reduced
253	SJIC St. James Investment Company Southlake, Texas	$56.5M	+$12.6M	2	6.82%	Increased
254	Silvercrest Asset Management New York	$55.4M	+$19.2M	7	0.62%	Increased
255	USS Investment Management London, United Kingdom	$54.5M	-$14M	3	0.83%	Reduced
256	Synovus Financial Columbus, Georgia	$53.3M	-$3.29K	10	1.21%	Reduced
257	CCMH Cornerstone Capital Management Holdings New York	$52.9M	-$13M	8	0.41%	Reduced
258	Första AP-fonden Stockholm, Sweden	$52.8M	-$23.2M	6	1.7%	Reduced
259	Raymond James Financial Services Advisors St. Petersburg, Florida	$52.6M	+$1M	10	0.44%	Increased
260	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$52.3M	-$8.98M	1	0.78%	Reduced
261	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$51.6M	-$9.61M	1	2.95%	Reduced
262	HighTower Advisors Chicago, Illinois	$50.9M	-$1.75M	8	0.55%	Reduced
263	Ariel Investments Chicago, Illinois	$50.8M	+$8.76M	2	0.6%	Increased
264	KBC Group Brussels, Belgium	$50.6M	-$22.5M	9	0.5%	Reduced
265	CC Cannell & Co New York	$50.5M	+$17.8M	2	1.83%	Increased
266	Public Employees Retirement Association of Colorado Denver, Colorado	$50.3M	-$722K	9	0.4%	Reduced
267	EP Elkfork Partners Portland, Oregon	$49.7M	+$48.9M	8	1.64%	New
268	Jacobs Levy Equity Management Florham Park, New Jersey	$49.7M	-$5.31M	8	0.96%	Reduced
269	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$49.6M	+$1.53M	7	0.93%	Increased
270	Prudential plc London, England, United Kingdom	$48.8M	+$3.19M	6	0.17%	Increased
271	BB&T Securities Richmond, Virginia	$48M	+$2.4M	9	0.7%	Increased
272	Crawford Investment Counsel Atlanta, Georgia	$47.4M	+$6.2M	3	1.72%	Increased
273	Susquehanna International Group Bala Cynwyd, Pennsylvania	$46.7M	+$4.95M	14	0.02%	Increased
274	TimesSquare Capital Management New York	$46.4M	+$4.92M	1	0.31%	Increased
275	CIM Castleton Investment Management Stamford, Connecticut	$46.3M	+$18.1M	4	18.33%	Increased