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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	AGA Altrinsic Global Advisors Stamford, Connecticut	$45.7M	+$3.27M	1	1.69%	Increased
277	GHCM Glen Harbor Capital Management San Diego, California	$45.1M	+$44.3M	9	1.22%	New
278	KeyBank National Association Cleveland, Ohio	$44.8M	-$794K	10	0.28%	Reduced
279	Westwood Holdings Group Dallas, Texas	$44.7M	+$39.1M	2	0.36%	Increased
280	Addenda Capital Montreal, Quebec, Canada	$43.7M	-$2.2M	1	3.49%	Reduced
281	Hotchkis & Wiley Capital Management Los Angeles, California	$42.8M	-$3.25M	1	0.17%	Reduced
282	Nomura Asset Management Tokyo, Japan	$42.6M	+$2.93M	11	0.77%	Increased
283	SGAM Smith Group Asset Management Dallas, Texas	$42.1M	-$323K	3	1.23%	Reduced
284	Great Lakes Advisors Chicago, Illinois	$41.8M	-$293K	6	1.1%	Reduced
285	HCM Huber Capital Management El Segundo, California	$41.7M	-$93.1K	3	1.6%	Reduced
286	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$41.3M	+$2.13M	4	5.64%	Increased
287	ExxonMobil Investment Management Irving, Texas	$41.3M	-$4.01M	7	0.92%	Reduced
288	Vaughan David Investments Peoria, Illinois	$41.1M	+$402K	2	2.19%	Increased
289	MCIM Meadow Creek Investment Management Atlanta, Georgia	$40.6M	+$39.7M	10	1.05%	New
290	QIM Quantitative Investment Management Charlottesville, Virginia	$40.1M	+$8.36M	7	1.01%	Increased
291	QS Investors New York	$39.9M	-$3.9M	11	0.33%	Reduced
292	GA Geneva Advisors Chicago, Illinois	$39.5M	-$1.4M	4	0.77%	Reduced
293	Huntington National Bank Columbus, Ohio	$39.4M	-$4.01M	11	0.72%	Reduced
294	Homestead Advisers Arlington, Virginia	$38.9M	$0	1	0.61%	Maintained
295	Oregon Public Employees Retirement Fund Tigard, Oregon	$38.8M	-$4.34M	8	0.8%	Reduced
296	BAPIM British Airways Pensions Investment Management London, United Kingdom	$38.4M	$0	1	1.11%	Maintained
297	ZP Zimmer Partners New York	$37.8M	-$105M	3	1.19%	Reduced
298	Fjarde Ap-fonden Stockholm, Sweden	$37.4M	-$2.89M	7	0.88%	Reduced
299	Factory Mutual Insurance Waltham, Massachusetts	$37.2M	$0	2	0.44%	Maintained
300	Numeric Investors Boston, Massachusetts	$36.7M	-$16M	5	0.34%	Reduced