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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	Capital Advisors Inc Tulsa, Oklahoma	$53.5M	+$1.44M	4	2.22%	Increased
277	Zurich Cantonal Bank Zurich, Switzerland	$53.2M	-$17.6M	12	0.46%	Reduced
278	Weiss Multi-Strategy Advisers New York	$52.4M	+$19.5M	6	1.5%	Increased
279	Aristotle Capital Management Los Angeles, California	$52.3M	+$1.8M	2	0.18%	Increased
280	Natixis Paris, France	$52.2M	-$2.75M	6	0.41%	Reduced
281	WI Wafra Inc New York	$51.7M	-$7.85K	2	3.27%	Reduced
282	Public Employees Retirement Association of Colorado Denver, Colorado	$51.1M	+$4.63M	9	0.29%	Increased
283	Schroder Investment Management Group London, United Kingdom	$51M	-$12.9M	9	0.09%	Reduced
284	Nomura Asset Management Tokyo, Japan	$50.9M	-$7.79M	6	0.43%	Reduced
285	Artisan Partners Milwaukee, Wisconsin	$50M	+$6.01M	1	0.08%	Increased
286	Calamos Advisors Naperville, Illinois	$49.8M	-$2.06M	5	0.35%	Reduced
287	Vaughan David Investments Peoria, Illinois	$49.7M	+$885K	2	2.03%	Increased
288	MetLife Investment Management Whippany, New Jersey	$49.7M	+$1.85M	7	0.56%	Increased
289	Hamlin Capital Management New York	$47M	+$47.6M	1	2.51%	New
290	SCM Shapiro Capital Management Atlanta, Georgia	$47M	-$858K	1	1.34%	Reduced
291	MIS Morningstar Investment Services Chicago, Illinois	$46.9M	-$1.2M	2	0.77%	Reduced
292	Great Lakes Advisors Chicago, Illinois	$46.7M	-$5.09M	2	1.13%	Reduced
293	State of Michigan Retirement System Lansing, Michigan	$46.6M	+$5.54M	7	0.41%	Increased
294	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$45.6M	+$6.52M	8	0.37%	Increased
295	Teacher Retirement System of Texas Austin, Texas	$45.6M	-$578K	6	0.37%	Reduced
296	TAM Third Avenue Management New York	$45.5M	-$7.51M	1	6.38%	Reduced
297	Arizona State Retirement System Phoenix, Arizona	$45.3M	-$29.4M	9	0.64%	Reduced
298	QS Investors New York	$45.2M	-$5.5M	9	0.63%	Reduced
299	US Bancorp Minneapolis, Minnesota	$45.1M	-$439K	15	0.12%	Reduced
300	Jane Street New York	$45M	+$1.42M	18	0.03%	Increased