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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	Suntrust Banks Atlanta, Georgia	$65.8M	-$129K	8	0.36%	Reduced
252	BC Blackstart Capital New York	$64.9M	+$18.6M	4	15.87%	Increased
253	Check Capital Management Costa Mesa, California	$64.3M	-$334K	1	3.4%	Reduced
254	NSCM New South Capital Management Memphis, Tennessee	$64.2M	-$9.62M	1	1.67%	Reduced
255	KCM Kingstown Capital Management New York	$63.8M	$0	1	7.97%	Maintained
256	Magellan Asset Management Sydney, Australia	$63.8M	-$3.94M	4	0.22%	Reduced
257	Rothschild & Co Asset Management US Stamford, Connecticut	$63.5M	-$5.43M	1	0.68%	Reduced
258	Natixis Advisors Boston, Massachusetts	$63.2M	+$3.26M	11	0.6%	Increased
259	MCI McDonald Capital Investors Orinda, California	$62.2M	-$1.8M	1	5.04%	Reduced
260	ISSM Invesco Senior Secured Management New York	$61.8M	$0	1	32.01%	Maintained
261	Zurich Cantonal Bank Zurich, Switzerland	$61.3M	-$2.66M	14	0.55%	Reduced
262	Raymond James Financial Services Advisors St. Petersburg, Florida	$61.2M	-$796K	11	0.31%	Reduced
263	MCIM Meadow Creek Investment Management Atlanta, Georgia	$61.2M	+$5.76M	11	1.29%	Increased
264	Baird Financial Group Milwaukee, Wisconsin	$60.5M	+$36.2M	9	0.41%	Increased
265	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$60.5M	-$21.9M	12	0.41%	Reduced
266	NM Nokota Management New York	$60.3M	+$24.1M	1	0.9%	Increased
267	Letko, Brosseau & Associates Montreal, Quebec, Canada	$60M	-$13.5M	2	0.55%	Reduced
268	BAMCO Inc New York	$58.8M	-$1.03M	2	0.26%	Reduced
269	Advisors Asset Management Monument, Colorado	$58.7M	-$10.9M	11	1%	Reduced
270	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$57.8M	-$4.7M	1	3.79%	Reduced
271	Frontier Capital Management Boston, Massachusetts	$56.8M	+$60.6M	1	0.4%	New
272	ECP Electron Capital Partners New York	$56.2M	-$8.79M	2	11.19%	Reduced
273	Bridgewater Associates Westport, Connecticut	$55.7M	+$4.07M	6	0.56%	Increased
274	Martingale Asset Management Boston, Massachusetts	$55.6M	+$13.7M	6	0.68%	Increased
275	KeyBank National Association Cleveland, Ohio	$55.4M	+$3.95M	9	0.32%	Increased