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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	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$60.7M	-$30M	1	2.51%	Reduced
252	SAM Shell Asset Management The Hague, Netherlands	$60.2M	-$4.82M	11	1.34%	Reduced
253	GFPC Global Financial Private Capital Sarasota, Florida	$60M	+$22.6M	5	2.15%	Increased
254	Crawford Investment Counsel Atlanta, Georgia	$59.6M	+$3.2M	3	1.93%	Increased
255	Addenda Capital Montreal, Quebec, Canada	$58.2M	+$1.23M	1	4.07%	Increased
256	State of Michigan Retirement System Lansing, Michigan	$58.1M	-$4.36M	8	0.47%	Reduced
257	Martingale Asset Management Boston, Massachusetts	$57.8M	+$991K	5	0.78%	Increased
258	BB&T Securities Richmond, Virginia	$57.6M	+$3.01M	10	0.78%	Increased
259	GHCM Glen Harbor Capital Management San Diego, California	$57M	-$5.58K	10	1.36%	Reduced
260	BAMCO Inc New York	$56.7M	+$1.94M	2	0.27%	Increased
261	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$56.4M	-$1.6M	2	3.61%	Reduced
262	Laurion Capital Management New York	$55.5M	-$10.7M	4	0.25%	Reduced
263	Synovus Financial Columbus, Georgia	$55.4M	+$3M	6	1.05%	Increased
264	Manning & Napier Advisors Fairport, New York	$54.9M	-$7.21M	1	0.47%	Reduced
265	TPSF Texas Permanent School Fund Austin, Texas	$54.9M	-$312K	8	0.7%	Reduced
266	Homestead Advisers Arlington, Virginia	$54.9M	$0	1	0.83%	Maintained
267	LPL Financial San Diego, California	$54M	+$1.46M	12	0.19%	Increased
268	SCM Symons Capital Management Pittsburgh, Pennsylvania	$53.6M	-$20.1M	3	13.54%	Reduced
269	Gateway Investment Advisers Cincinnati, Ohio	$53.4M	+$1.88M	7	0.46%	Increased
270	CIBC Private Wealth Group Atlanta, Georgia	$52.9M	+$44M	4	0.24%	Increased
271	Nuveen Charlotte, North Carolina	$52.4M	-$33.5M	6	0.34%	Reduced
272	Eaton Vance Management Boston, Massachusetts	$52.1M	-$7.92M	7	0.13%	Reduced
273	Beck Mack & Oliver New York	$52M	-$14M	5	1.71%	Reduced
274	MCIM Meadow Creek Investment Management Atlanta, Georgia	$51.5M	-$16.1K	11	1.2%	Reduced
275	Capital Fund Management (CFM) Paris, France	$50.5M	-$9.96M	6	0.36%	Reduced