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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	ProShare Advisors Bethesda, Maryland	$33.6M	-$4.54M	8	0.4%	Reduced
302	UBS O'Connor Chicago, Illinois	$33.6M	+$21.9M	4	0.32%	Increased
303	Oregon Public Employees Retirement Fund Tigard, Oregon	$33.5M	-$2.96K	7	0.78%	Reduced
304	Meag Munich Ergo Munich, Germany	$32.9M	-$7.26M	6	1.57%	Reduced
305	Nomura Asset Management Tokyo, Japan	$32.4M	-$1.05M	7	0.58%	Reduced
306	Ladenburg Thalmann Financial Services Miami, Florida	$32.3M	+$5.77M	19	0.62%	Increased
307	Employees Retirement System of Texas Austin, Texas	$32.1M	-$888K	7	0.41%	Reduced
308	Commerzbank Aktiengesellschaft Frankfurt, Germany	$32M	-$31.9M	9	0.19%	Reduced
309	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$31.4M	-$1.52M	1	1.76%	Reduced
310	JP Morgan Private Wealth Advisors San Francisco, California	$31.4M	+$17.3M	7	0.36%	Increased
311	TGI Tradewinds Global Investors Los Angeles, California	$30.7M	+$1.65M	1	1.24%	Increased
312	Silvercrest Asset Management New York	$30.7M	-$3.3M	6	0.44%	Reduced
313	KCM Kingstown Capital Management New York	$30.5M	-$8.82M	1	3.97%	Reduced
314	DIA Denver Investment Advisors Denver, Colorado	$30.3M	+$9.04K	3	1%	Increased
315	Seizert Capital Partners Birmingham, Michigan	$30.2M	-$12.1M	2	0.76%	Reduced
316	ORIO Old Republic International (ORI) Chicago, Illinois	$30.1M	+$2.71M	3	1.68%	Increased
317	LI LMCG Investments Boston, Massachusetts	$29.8M	-$9.39M	4	0.62%	Reduced
318	Natixis Advisors Boston, Massachusetts	$29.1M	+$3.09M	10	0.51%	Increased
319	PP PDT Partners New York	$29M	+$13.8M	5	0.72%	Increased
320	Utah Retirement Systems Salt Lake City, Utah	$28.5M	+$838K	8	0.75%	Increased
321	NIMC NWQ Investment Management Company Los Angeles, California	$28M	+$8.95M	1	0.35%	Increased
322	GH GAM Holding Zurich, Switzerland	$27.7M	+$3.16M	7	0.41%	Increased
323	Capital Advisors Inc Tulsa, Oklahoma	$27.5M	+$623K	2	3.39%	Increased
324	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$27.5M	-$22.8M	1	3.33%	Reduced
325	CPP Crow Point Partners Boston, Massachusetts	$27.2M	+$27.9M	4	3.72%	New