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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	Bridgewater Associates Westport, Connecticut	$52.5M	+$7.49M	5	0.5%	Increased
277	ClearBridge Investments (Australia) Sydney, Australia	$52.3M	+$804K	6	4.18%	Increased
278	US Bancorp Minneapolis, Minnesota	$52.2M	-$1.17M	15	0.16%	Reduced
279	Synovus Financial Columbus, Georgia	$52M	+$2.73M	10	0.88%	Increased
280	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$51.7M	-$676K	1	0.84%	Reduced
281	State of Michigan Retirement System Lansing, Michigan	$51.7M	+$498K	8	0.42%	Increased
282	LCS Levin Capital Strategies New York	$51.6M	-$38.1M	3	0.94%	Reduced
283	Addenda Capital Montreal, Quebec, Canada	$51.6M	-$699K	1	3.88%	Reduced
284	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$51.1M	-$9.54M	1	1.9%	Reduced
285	Prudential plc London, England, United Kingdom	$50.5M	+$6.59M	8	0.16%	Increased
286	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$50.2M	+$50.3M	1	3.84%	New
287	CC Cannell & Co New York	$49.5M	-$6.29M	1	1.86%	Reduced
288	CIBC Private Wealth Group Atlanta, Georgia	$49.4M	-$310K	13	0.21%	Reduced
289	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$49M	-$545K	1	1.09%	Reduced
290	Gateway Investment Advisers Cincinnati, Ohio	$48.9M	-$3.67M	7	0.43%	Reduced
291	AGF Investments Inc Toronto, Ontario, Canada	$48.2M	+$19.6M	2	0.52%	Increased
292	Avalon Investment & Advisory Houston, Texas	$48.1M	+$3.48M	3	1.49%	Increased
293	KeyBank National Association Cleveland, Ohio	$48M	+$5.46M	11	0.28%	Increased
294	TPSF Texas Permanent School Fund Austin, Texas	$47.4M	-$2.33M	8	0.63%	Reduced
295	KBC Group Brussels, Belgium	$46.9M	+$10.4M	8	0.43%	Increased
296	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$46.5M	-$167K	1	8.02%	Reduced
297	Ancora Advisors Cleveland, Ohio	$46.2M	+$2.57M	6	2.08%	Increased
298	William Blair & Company Chicago, Illinois	$46.2M	-$1.35M	5	0.33%	Reduced
299	QS Investors New York	$45.9M	+$7.21M	11	0.47%	Increased
300	Brandywine Global Investment Management Philadelphia, Pennsylvania	$45.5M	+$1.56M	3	0.29%	Increased