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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	KeyBank National Association Cleveland, Ohio	$42.3M	-$2.45M	10	0.28%	Reduced
277	MAMU Marathon Asset Management (UK) London, United Kingdom	$41.9M	-$7.36M	1	1.03%	Reduced
278	Nomura Asset Management Tokyo, Japan	$41.8M	-$5.11M	7	0.77%	Reduced
279	Factory Mutual Insurance Waltham, Massachusetts	$41.7M	+$3.81M	3	0.57%	Increased
280	Loomis, Sayles & Company Boston, Massachusetts	$41.7M	-$6.31M	1	0.12%	Reduced
281	Rothschild & Co Asset Management US Stamford, Connecticut	$41.4M	-$15.9M	2	0.85%	Reduced
282	Tocqueville Asset Management New York	$41.2M	+$1.2M	11	0.4%	Increased
283	IRF IBM Retirement Fund Armonk, New York	$41M	+$30.3K	8	0.79%	Increased
284	LI LMCG Investments Boston, Massachusetts	$40.9M	-$2.24M	4	0.88%	Reduced
285	TGI Tradewinds Global Investors Los Angeles, California	$40.4M	-$433K	1	1.37%	Reduced
286	ExxonMobil Investment Management Irving, Texas	$40.3M	-$1.03M	7	0.91%	Reduced
287	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$40.2M	-$1.13M	3	2.5%	Reduced
288	Commonwealth Equity Services Waltham, Massachusetts	$39.8M	+$1.37M	9	0.48%	Increased
289	TU TDAM USA Toronto, Ontario, Canada	$39.4M	-$414K	3	1.66%	Reduced
290	CCI Columbus Circle Investors	$38.5M	+$2.79M	1	0.26%	Increased
291	Vaughan David Investments Peoria, Illinois	$38.5M	+$294K	3	2.31%	Increased
292	Asset Management One Tokyo, Japan	$37.6M	-$480K	8	0.56%	Reduced
293	CIBC Private Wealth Group Atlanta, Georgia	$37.2M	-$23.4M	6	0.3%	Reduced
294	ProShare Advisors Bethesda, Maryland	$36.2M	-$3.4M	8	0.47%	Reduced
295	Bridgeway Capital Management Houston, Texas	$36.1M	+$12.6M	9	0.95%	Increased
296	KGI Kopernik Global Investors Tampa, Florida	$36M	+$23.6M	1	12.79%	Increased
297	Oregon Public Employees Retirement Fund Tigard, Oregon	$35.9M	+$3.57M	7	0.89%	Increased
298	Confluence Investment Management St. Louis, Missouri	$35.5M	+$2.58M	2	1.63%	Increased
299	QI Qualcomm Inc San Diego, California	$34.9M	+$18.7M	5	1.99%	Increased
300	GA Geneva Advisors Chicago, Illinois	$34.7M	+$1.36M	4	0.63%	Increased