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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	ECP Electron Capital Partners New York	$37.3M	+$220K	6	13.14%	Increased
302	Schroder Investment Management Group London, United Kingdom	$36.9M	-$4.12M	10	0.08%	Reduced
303	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$36.5M	+$10.6M	4	0.14%	Increased
304	AEGON Asset Management (UK) Edinburgh, United Kingdom	$35.5M	+$32M	1	1.07%	New
305	BB&T Securities Richmond, Virginia	$35.2M	+$4.63M	6	0.58%	Increased
306	ACM Aviance Capital Management Sarasota, Florida	$35M	+$13.6M	4	1.15%	Increased
307	Envestnet Asset Management Chicago, Illinois	$34.9M	+$4.22M	11	0.15%	Increased
308	Two Sigma Investments New York	$34.4M	+$4.75M	9	0.16%	Increased
309	Westwood Holdings Group Dallas, Texas	$34.3M	-$30.6M	3	0.3%	Reduced
310	Todd Asset Management Louisville, Kentucky	$33.8M	+$10.2M	3	1.01%	Increased
311	Thompson Siegel & Walmsley Richmond, Virginia	$33.6M	-$6.14M	4	0.55%	Reduced
312	Scout Investments Kansas City, Missouri	$33.6M	-$7.06M	1	0.91%	Reduced
313	Ladenburg Thalmann Financial Services Miami, Florida	$33.1M	+$850K	21	0.58%	Increased
314	DILH Dai-ichi Life Holdings Tokyo, Japan	$33M	+$509K	6	0.99%	Increased
315	Meag Munich Ergo Munich, Germany	$33M	-$3.63M	3	1.7%	Reduced
316	Natixis Advisors Boston, Massachusetts	$32.9M	+$2.36M	9	0.49%	Increased
317	Homestead Advisers Arlington, Virginia	$32.9M	+$30.2M	1	0.59%	New
318	Rockefeller Financial Services New York	$32.8M	-$627K	4	0.64%	Reduced
319	CAM Capstone Asset Management Houston, Texas	$32.7M	+$5.18M	11	0.94%	Increased
320	TGI Tradewinds Global Investors Los Angeles, California	$32.1M	+$1.79M	1	1.94%	Increased
321	Tocqueville Asset Management New York	$32M	+$10.3M	4	0.42%	Increased
322	Utah Retirement Systems Salt Lake City, Utah	$31.9M	-$22.7K	8	0.87%	Reduced
323	Capital Advisors Inc Tulsa, Oklahoma	$31.2M	+$151K	3	5.11%	Increased
324	GH GAM Holding Zurich, Switzerland	$31M	-$2.48M	7	0.52%	Reduced
325	TU TDAM USA Toronto, Ontario, Canada	$30.9M	-$8.51M	5	1.51%	Reduced