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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	Axa Paris, France	$61.4M	-$13.5M	8	0.25%	Reduced
277	HighTower Advisors Chicago, Illinois	$60.9M	-$3.62M	12	0.36%	Reduced
278	Advisors Asset Management Monument, Colorado	$60.4M	-$5.26M	8	1.06%	Reduced
279	KeyBank National Association Cleveland, Ohio	$60M	+$2.44M	9	0.32%	Increased
280	HAM Highstreet Asset Management London, Ontario, Canada	$59.9M	+$20.9M	7	2.7%	Increased
281	GHA GW Henssler & Associates Kennesaw, Georgia	$59.7M	+$2.39M	5	4.93%	Increased
282	LM Luminus Management Houston, Texas	$59.1M	-$63.9M	1	2.46%	Reduced
283	Glenmede Trust Philadelphia, Pennsylvania	$58.9M	+$4.07M	14	0.27%	Increased
284	SIC Schwartz Investment Counsel Plymouth, Michigan	$58.8M	+$4.6M	1	2.78%	Increased
285	Cubist Systematic Strategies Stamford, Connecticut	$58.4M	+$22.7M	12	1.07%	Increased
286	MetLife Investment Management Whippany, New Jersey	$57.8M	-$1.24M	7	0.6%	Reduced
287	SCM Steadfast Capital Management New York	$57.7M	-$30.3M	1	0.63%	Reduced
288	USS Investment Management London, United Kingdom	$57.5M	-$18.9M	3	0.56%	Reduced
289	ELC Edgar Lomax Company Kingstowne, Virginia	$56.4M	-$1.43M	1	3.63%	Reduced
290	Public Employees Retirement Association of Colorado Denver, Colorado	$56.3M	+$2.85M	9	0.32%	Increased
291	First Pacific Advisors El Segundo, California	$55.6M	-$1.83M	1	0.53%	Reduced
292	Vaughan David Investments Peoria, Illinois	$55.4M	-$631K	3	2.03%	Reduced
293	Ladenburg Thalmann Financial Services Miami, Florida	$55.3M	+$3.14M	23	0.35%	Increased
294	Teacher Retirement System of Texas Austin, Texas	$55M	+$1.23M	4	0.43%	Increased
295	US Bancorp Minneapolis, Minnesota	$54.8M	-$2.07M	16	0.14%	Reduced
296	Great Lakes Advisors Chicago, Illinois	$54.3M	-$8.68M	4	1.17%	Reduced
297	Advent Capital Management New York	$54M	-$20.5M	1	1.05%	Reduced
298	AAM Ardevora Asset Management London, United Kingdom	$53.7M	+$23.5M	1	1.21%	Increased
299	MBA Maple-Brown Abbott Barangaroo, Australia	$53.5M	+$31M	1	4%	Increased
300	WI Wafra Inc New York	$52M	+$12.3M	2	3.19%	Increased