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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	Employees Retirement System of Texas Austin, Texas	$35.6M	+$8.49M	7	0.45%	Increased
302	Natixis Paris, France	$35.1M	+$13.5M	6	0.48%	Increased
303	Arrowstreet Capital Boston, Massachusetts	$34.9M	-$8.87M	3	0.2%	Reduced
304	Brandywine Global Investment Management Philadelphia, Pennsylvania	$34.9M	+$1.94M	8	0.23%	Increased
305	Jacobs Levy Equity Management Florham Park, New Jersey	$34.7M	+$14.9M	6	0.59%	Increased
306	TGI Tradewinds Global Investors Los Angeles, California	$34.3M	-$428K	1	1.39%	Reduced
307	QI Qualcomm Inc San Diego, California	$34.1M	+$4.13M	3	2.92%	Increased
308	Jupiter Investment Management London, United Kingdom	$33.1M	-$10.4M	5	1.17%	Reduced
309	Silvercrest Asset Management New York	$33M	-$10.8M	6	0.48%	Reduced
310	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$32.6M	+$31.1M	1	1.47%	New
311	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$32.5M	-$1.65M	1	1.79%	Reduced
312	Victory Capital Management San Antonio, Texas	$31.3M	+$28.7M	2	0.12%	New
313	DCM Dupont Capital Management Wilmington, Delaware	$30.3M	-$4.48M	7	0.56%	Reduced
314	IAM Impala Asset Management Palm Beach, Florida	$29.9M	-$80.9M	1	1.2%	Reduced
315	BAMCO Inc New York	$29.8M	+$578K	1	0.12%	Increased
316	BB&T Securities Richmond, Virginia	$29.7M	+$5.13K	6	0.67%	Increased
317	SCM Symons Capital Management Pittsburgh, Pennsylvania	$29.5M	+$726K	3	7.01%	Increased
318	Utah Retirement Systems Salt Lake City, Utah	$29.5M	$0	8	0.81%	Maintained
319	Zurich Cantonal Bank Zurich, Switzerland	$29.4M	+$1.87M	11	0.9%	Increased
320	Waddell & Reed Financial Overland Park, Kansas	$29.2M	-$11.7M	2	0.04%	Reduced
321	ORIO Old Republic International (ORI) Chicago, Illinois	$29.2M	-$2.36M	3	1.67%	Reduced
322	ACM Aviance Capital Management Sarasota, Florida	$29.1M	+$18.6M	4	1.05%	Increased
323	DIA Denver Investment Advisors Denver, Colorado	$29M	-$2.36M	2	0.93%	Reduced
324	Nisa Investment Advisors St. Louis, Missouri	$28.7M	+$1.32M	8	0.39%	Increased
325	Ladenburg Thalmann Financial Services Miami, Florida	$28.6M	+$8.45M	19	0.63%	Increased