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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	Phoenix Financial Givatayim, Israel	$70.4M	+$70.7M	2	1.36%	New
277	ArrowMark Colorado Holdings Denver, Colorado	$70.1M	+$14.8M	4	0.84%	Increased
278	Horizon Kinetics Asset Management New York	$68.8M	-$19.2M	1	1.14%	Reduced
279	Mariner Overland Park, Kansas	$68M	+$5.62M	16	0.22%	Increased
280	FCI Financial Counselors Inc Overland Park, Kansas	$67.5M	-$1.69M	8	1.51%	Reduced
281	Ghisallo Capital Management Boston, Massachusetts	$67.2M	+$63.7M	3	11.96%	Increased
282	BRIM Broad Run Investment Management Arlington, Virginia	$66.2M	-$38.7M	1	7.97%	Reduced
283	DnB Asset Management Oslo, Norway	$65.4M	+$5.67M	7	0.46%	Increased
284	Calamos Advisors Naperville, Illinois	$65M	-$10.8M	7	0.3%	Reduced
285	Royal London Asset Management United Kingdom	$64.7M	-$9.17M	6	0.29%	Reduced
286	MCI McDonald Capital Investors Orinda, California	$64.1M	-$4.62M	1	5.32%	Reduced
287	Capital International Inc Los Angeles, California	$64M	-$19.1M	4	1.38%	Reduced
288	Ferguson Wellman Capital Management Portland, Oregon	$63.7M	+$41.9M	3	1.66%	Increased
289	Pacer Advisors Malvern, Pennsylvania	$63.5M	+$57.9M	10	0.33%	Increased
290	Comerica Bank Dallas, Texas	$63M	+$2.35M	14	0.49%	Increased
291	Clark Capital Management Group Philadelphia, Pennsylvania	$62.3M	-$5.27M	2	0.57%	Reduced
292	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$61.1M	-$9.86M	2	2.86%	Reduced
293	CGIM Capital Group Investment Management Raffles Quay, Singapore	$61M	+$58.6M	2	2.35%	New
294	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$60.9M	+$19.6M	2	4.66%	Increased
295	Westfield Capital Management Boston, Massachusetts	$60M	-$15.9M	1	0.46%	Reduced
296	ProShare Advisors Bethesda, Maryland	$59.9M	+$1.51M	13	0.21%	Increased
297	Bridgewater Associates Westport, Connecticut	$59.7M	+$21.1M	6	0.33%	Increased
298	MN Services Vermogensbeheer The Hague, Netherlands	$59.5M	-$9.04M	3	0.67%	Reduced
299	Samlyn Capital New York	$58.6M	-$15.1M	1	1.15%	Reduced
300	ELC Edgar Lomax Company Kingstowne, Virginia	$58.5M	-$356K	2	3.55%	Reduced