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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	MetLife Investment Management Whippany, New Jersey	$48.7M	-$687K	12	0.59%	Reduced
277	Martingale Asset Management Boston, Massachusetts	$48.3M	+$3.15M	7	0.64%	Increased
278	ECAU Everett Capital Advisors (UK) London, United Kingdom	$48.2M	-$4.37M	2	9.99%	Reduced
279	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$48.1M	+$2.58M	1	4.47%	Increased
280	State of Michigan Retirement System Lansing, Michigan	$47.5M	-$1.81M	8	0.43%	Reduced
281	HVCM HG Vora Capital Management New York	$47.5M	+$71.6M	1	8.9%	New
282	CIBC Private Wealth Group Atlanta, Georgia	$47M	-$18.9M	3	0.21%	Reduced
283	EdgePoint Investment Group Toronto, Ontario, Canada	$46.9M	+$11.7M	1	0.56%	Increased
284	Commerzbank Aktiengesellschaft Frankfurt, Germany	$46.8M	+$75.5K	13	0.48%	Increased
285	Loomis, Sayles & Company Boston, Massachusetts	$46.5M	-$2.82M	5	0.11%	Reduced
286	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$45.2M	-$23.3K	1	8.86%	Reduced
287	US Bancorp Minneapolis, Minnesota	$44.8M	-$1.5M	17	0.14%	Reduced
288	Public Employees Retirement Association of Colorado Denver, Colorado	$44.6M	-$63.7K	10	0.32%	Reduced
289	Railway Pension Investments London, United Kingdom	$44.1M	+$45.5M	7	0.88%	New
290	SAM Shell Asset Management The Hague, Netherlands	$44.1M	-$5.46M	11	1.1%	Reduced
291	OCM Osterweis Capital Management San Francisco, California	$44M	+$18.2M	1	3.38%	Increased
292	CPP Crow Point Partners Boston, Massachusetts	$43.9M	$0	3	8.16%	Maintained
293	Nomura Asset Management Tokyo, Japan	$43.5M	+$5.6M	8	0.49%	Increased
294	GHA GW Henssler & Associates Kennesaw, Georgia	$43.4M	+$5.23M	4	4.63%	Increased
295	BAMCO Inc New York	$43.3M	-$1.49M	2	0.22%	Reduced
296	Carillon Tower Advisers St. Petersburg, Florida	$43.1M	+$10.1M	2	0.37%	Increased
297	Donald Smith & Co New York	$42.7M	-$4.38M	1	1.57%	Reduced
298	Calamos Advisors Naperville, Illinois	$42.7M	+$28.9M	5	0.28%	Increased
299	Nomura Holdings Tokyo, Japan	$42.6M	+$11.3M	8	0.16%	Increased
300	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$42.4M	-$1.7M	1	2.69%	Reduced