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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	BRIM Broad Run Investment Management Arlington, Virginia	$67.8M	-$757K	1	8.09%	Reduced
277	FCI Financial Counselors Inc Overland Park, Kansas	$67.3M	+$968K	7	1.45%	Increased
278	CC Cannell & Co New York	$66.8M	+$12.5M	1	2.39%	Increased
279	Cambridge Investment Research Advisors Fairfield, Iowa	$66.8M	-$3.17M	23	0.33%	Reduced
280	Copeland Capital Management Conshohocken, Pennsylvania	$66.7M	+$3.99M	1	1.57%	Increased
281	Mariner Overland Park, Kansas	$66.6M	-$891K	17	0.19%	Reduced
282	KGI Kopernik Global Investors Tampa, Florida	$66.3M	-$47.7M	2	6.9%	Reduced
283	Teacher Retirement System of Texas Austin, Texas	$65.8M	-$3.58M	13	0.44%	Reduced
284	Maverick Capital Dallas, Texas	$65.3M	+$66.9M	2	1.65%	Increased
285	ProShare Advisors Bethesda, Maryland	$63.5M	+$6.99M	13	0.19%	Increased
286	Tocqueville Asset Management New York	$63.4M	-$9.46M	4	1.2%	Reduced
287	GHA GW Henssler & Associates Kennesaw, Georgia	$63.3M	+$8.61M	4	4.2%	Increased
288	PIP Permian Investment Partners Dallas, Texas	$63M	-$18.5M	1	8.3%	Reduced
289	Artisan Partners Milwaukee, Wisconsin	$63M	-$2.12M	1	0.1%	Reduced
290	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$62.6M	+$15.5M	10	0.34%	Increased
291	Ferguson Wellman Capital Management Portland, Oregon	$62.6M	+$1.52M	2	1.57%	Increased
292	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$62.4M	-$1.25M	2	2.87%	Reduced
293	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$61.9M	-$15.5M	4	3.37%	Reduced
294	Illinois Municipal Retirement Fund Oak Brook, Illinois	$61.4M	+$11.4M	10	1.31%	Increased
295	MN Services Vermogensbeheer The Hague, Netherlands	$59.7M	+$2.58M	3	0.62%	Increased
296	Marshall Wace London, United Kingdom	$59.6M	-$233M	12	0.13%	Reduced
297	TPSF Texas Permanent School Fund Austin, Texas	$59.2M	+$18.1M	9	0.59%	Increased
298	Första AP-fonden Stockholm, Sweden	$59M	+$4.37M	6	0.69%	Increased
299	L1 Capital Melbourne VIC 3000, Australia	$58.2M	+$24.2M	1	8.11%	Increased
300	TC TwinBeech Capital Purchase, New York	$58.1M	+$9.38M	3	1.18%	Increased