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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	CIBC World Markets New York	$60.3M	-$54.5M	7	0.43%	Reduced
252	LPL Financial San Diego, California	$60.2M	+$5.83M	14	0.18%	Increased
253	BB&T Securities Richmond, Virginia	$60M	+$361K	9	0.78%	Increased
254	Homestead Advisers Arlington, Virginia	$59.2M	$0	1	0.85%	Maintained
255	Crawford Investment Counsel Atlanta, Georgia	$59.2M	+$881K	3	1.84%	Increased
256	Nomura Holdings Tokyo, Japan	$59M	+$37.4M	10	0.1%	Increased
257	Addenda Capital Montreal, Quebec, Canada	$58.6M	-$2.99M	1	4.04%	Reduced
258	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$57.8M	-$7.75M	1	2.27%	Reduced
259	Weiss Multi-Strategy Advisers New York	$57M	-$22.9M	5	1.46%	Reduced
260	US Bancorp Minneapolis, Minnesota	$56.8M	-$3.48M	15	0.17%	Reduced
261	Third Point New York	$56M	+$70M	1	0.4%	New
262	GHCM Glen Harbor Capital Management San Diego, California	$55.9M	+$824K	10	1.27%	Increased
263	PP Paloma Partners Greenwich, Connecticut	$55.9M	+$9.87M	10	0.75%	Increased
264	CIBC Private Wealth Group Atlanta, Georgia	$55.6M	-$101K	14	0.24%	Reduced
265	Gateway Investment Advisers Cincinnati, Ohio	$55M	-$1.16M	7	0.47%	Reduced
266	State of Michigan Retirement System Lansing, Michigan	$55M	-$1.92M	8	0.43%	Reduced
267	Public Employees Retirement Association of Colorado Denver, Colorado	$54.5M	+$2.43M	10	0.35%	Increased
268	Synovus Financial Columbus, Georgia	$53.8M	-$1.09M	5	0.94%	Reduced
269	Prudential plc London, England, United Kingdom	$53.6M	+$3.54M	9	0.16%	Increased
270	TPSF Texas Permanent School Fund Austin, Texas	$53M	-$963K	8	0.66%	Reduced
271	ClearBridge Investments (Australia) Sydney, Australia	$52.7M	-$25M	6	4.17%	Reduced
272	Beck Mack & Oliver New York	$52.3M	-$4.23M	5	1.72%	Reduced
273	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$52.1M	+$429K	1	8.79%	Increased
274	MBA Maple-Brown Abbott Barangaroo, Australia	$51.7M	+$2.1M	1	4.34%	Increased
275	MCIM Meadow Creek Investment Management Atlanta, Georgia	$51.5M	+$1.53M	11	1.12%	Increased