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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
276	IRF IBM Retirement Fund Armonk, New York	$39.1M	-$20.6M	8	0.78%	Reduced
277	Westwood Holdings Group Dallas, Texas	$38.3M	-$2.81M	1	0.29%	Reduced
278	London Company of Virginia Richmond, Virginia	$37.6M	+$3.2M	1	0.42%	Increased
279	ProShare Advisors Bethesda, Maryland	$37.5M	+$7.86M	10	0.47%	Increased
280	Panagora Asset Management Boston, Massachusetts	$37.4M	-$14.6M	9	0.18%	Reduced
281	Vaughan David Investments Peoria, Illinois	$37.3M	+$306K	3	2.33%	Increased
282	Factory Mutual Insurance Waltham, Massachusetts	$37.2M	+$7.29M	3	0.54%	Increased
283	Commonwealth Equity Services Waltham, Massachusetts	$37.1M	+$180K	9	0.51%	Increased
284	TU TDAM USA Toronto, Ontario, Canada	$36.9M	+$8.43M	3	1.6%	Increased
285	Los Angeles Capital Management Los Angeles, California	$36.6M	-$7.12M	8	0.4%	Reduced
286	Nomura Holdings Tokyo, Japan	$36.6M	+$2.6M	12	0.01%	Increased
287	Jacobs Levy Equity Management Florham Park, New Jersey	$36.3M	-$3.64M	3	0.61%	Reduced
288	Royce & Associates New York	$36.1M	-$2.14M	3	0.11%	Reduced
289	SFM Systematic Financial Management Teaneck, New Jersey	$36.1M	+$26M	2	0.25%	Increased
290	DCM Dupont Capital Management Wilmington, Delaware	$36M	+$1.55M	7	0.58%	Increased
291	RRC Red Rocks Capital Denver, Colorado	$35.6M	+$22.7M	1	10.54%	Increased
292	Royal London Asset Management United Kingdom	$35.6M	-$1.06M	8	0.83%	Reduced
293	Asset Management One Tokyo, Japan	$35.5M	+$11.5M	8	0.56%	Increased
294	CEP Chicago Equity Partners Chicago, Illinois	$34.7M	+$23.1M	3	0.96%	Increased
295	CCI Columbus Circle Investors	$34.6M	+$17M	1	0.23%	Increased
296	Gotham Asset Management New York	$34.4M	+$16.4M	3	0.52%	Increased
297	Sit Investment Associates Minneapolis, Minnesota	$33.6M	+$33.7M	1	0.59%	New
298	Aberdeen Asset Management Aberdeen, United Kingdom	$33.3M	-$1.22M	8	0.09%	Reduced
299	Rockefeller Financial Services New York	$33.1M	+$2.23M	4	0.72%	Increased
300	Mitsubishi UFJ Asset Management Tokyo, Japan	$32.8M	+$2.1M	7	0.87%	Increased