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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	CC Cannell & Co New York	$62.8M	-$2.07M	1	2.16%	Reduced
252	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$62.7M	-$493K	2	11.96%	Reduced
253	US Bancorp Minneapolis, Minnesota	$62.4M	-$1.95M	14	0.21%	Reduced
254	USS Investment Management London, United Kingdom	$62.2M	+$7.6M	4	0.58%	Increased
255	Alkeon Capital Management New York	$61.6M	+$9.79M	1	0.5%	Increased
256	Raymond James Financial Services Advisors St. Petersburg, Florida	$61.5M	+$6.15M	11	0.43%	Increased
257	Magellan Asset Management Sydney, Australia	$61.3M	+$8.15M	4	0.26%	Increased
258	State of Michigan Retirement System Lansing, Michigan	$61.2M	+$215K	8	0.46%	Increased
259	Laurion Capital Management New York	$58.9M	+$2.01M	4	0.32%	Increased
260	Eaton Vance Management Boston, Massachusetts	$58.4M	-$101M	7	0.15%	Reduced
261	Manning & Napier Advisors Fairport, New York	$58.3M	-$5.34M	1	0.5%	Reduced
262	Arrowstreet Capital Boston, Massachusetts	$57.4M	+$1.38M	2	0.17%	Increased
263	SFM Systematic Financial Management Teaneck, New Jersey	$57.1M	-$2.56M	4	1.06%	Reduced
264	Capital Fund Management (CFM) Paris, France	$56.8M	+$28.2M	6	0.46%	Increased
265	GHCM Glen Harbor Capital Management San Diego, California	$55.9M	+$4.45M	10	1.36%	Increased
266	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$55.3M	+$756K	1	3.56%	Increased
267	Crawford Investment Counsel Atlanta, Georgia	$54.9M	+$2.06M	3	1.89%	Increased
268	Martingale Asset Management Boston, Massachusetts	$54.7M	-$13.3M	5	0.77%	Reduced
269	Addenda Capital Montreal, Quebec, Canada	$54.1M	+$2.26M	1	4.04%	Increased
270	TPSF Texas Permanent School Fund Austin, Texas	$53.9M	-$1.93M	8	0.71%	Reduced
271	BB&T Securities Richmond, Virginia	$53.4M	+$8.48M	9	0.77%	Increased
272	Squarepoint New York	$51.4M	+$21.6M	7	1.01%	Increased
273	LPL Financial San Diego, California	$51.4M	+$43.7M	13	0.19%	Increased
274	Highbridge Capital Management New York	$51.2M	+$16.5M	4	0.76%	Increased
275	Synovus Financial Columbus, Georgia	$51.1M	-$2.93M	6	1.02%	Reduced