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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
301	DCM Dupont Capital Management Wilmington, Delaware	$34.4M	-$4.76M	6	0.56%	Reduced
302	Mitsubishi UFJ Asset Management Tokyo, Japan	$34.1M	-$288K	7	0.88%	Reduced
303	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$34.1M	+$1.56M	2	1.79%	Increased
304	Royal London Asset Management United Kingdom	$33.9M	+$161K	8	0.78%	Increased
305	Royce & Associates New York	$33.9M	-$3.09M	3	0.1%	Reduced
306	Great Lakes Advisors Chicago, Illinois	$33.8M	-$755K	3	1.39%	Reduced
307	Brandywine Global Investment Management Philadelphia, Pennsylvania	$32.9M	+$2.4M	6	0.26%	Increased
308	PP Prospector Partners Guilford, Connecticut	$32.9M	-$642K	3	1.58%	Reduced
309	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$32.6M	-$514K	1	6.07%	Reduced
310	Winton Group London, United Kingdom	$32.6M	+$31.6M	3	0.22%	New
311	PIA Piedmont Investment Advisors Durham, North Carolina	$32.4M	+$2.22M	3	1.69%	Increased
312	GC GW Capital Bellevue, Washington	$32.1M	+$1.15M	1	1.24%	Increased
313	Sit Investment Associates Minneapolis, Minnesota	$32.1M	-$1.2M	1	0.55%	Reduced
314	Freestone Capital Holdings Seattle, Washington	$32M	+$16.4M	6	5%	Increased
315	Natixis Advisors Boston, Massachusetts	$31M	+$2.81M	10	0.44%	Increased
316	T TOBAM Paris, France	$30.7M	+$29.4M	2	1.36%	Increased
317	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$30.6M	-$166K	10	0.45%	Reduced
318	NSCM New South Capital Management Memphis, Tennessee	$30.4M	+$118K	1	0.95%	Increased
319	Hancock Whitney Gulfport, Mississippi	$30.1M	+$8.02M	4	1.09%	Increased
320	SEI Trust Company Oaks, Pennsylvania	$30.1M	+$4.08M	9	0.29%	Increased
321	Eaton Vance Management Boston, Massachusetts	$30M	+$3.75M	7	0.09%	Increased
322	MIS Morningstar Investment Services Chicago, Illinois	$29.5M	+$6.15M	2	1.71%	Increased
323	DIA Denver Investment Advisors Denver, Colorado	$29.2M	-$634K	2	0.89%	Reduced
324	PCM Pennant Capital Management Summit, New Jersey	$29.1M	-$2.74M	1	0.52%	Reduced
325	VFM Viking Fund Management Minot, North Dakota	$28.7M	+$152K	1	3.24%	Increased