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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	Hotchkis & Wiley Capital Management Los Angeles, California	$41.1M	-$286K	1	0.17%	Reduced
302	Glenmede Trust Philadelphia, Pennsylvania	$41M	$0	14	0.2%	Maintained
303	Reinhart Partners Mequon, Wisconsin	$39.9M	-$24.2M	2	3.99%	Reduced
304	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$39.8M	-$1.67M	4	5.6%	Reduced
305	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$39.6M	-$2.9M	1	0.61%	Reduced
306	Nomura Asset Management Tokyo, Japan	$39.5M	-$3.3M	9	0.53%	Reduced
307	Fjarde Ap-fonden Stockholm, Sweden	$38.5M	+$3.06M	7	0.78%	Increased
308	Susquehanna International Group Bala Cynwyd, Pennsylvania	$38M	-$4.01M	10	0.02%	Reduced
309	Factory Mutual Insurance Waltham, Massachusetts	$37.1M	$0	2	0.43%	Maintained
310	Huntington National Bank Columbus, Ohio	$36.9M	-$263K	10	0.65%	Reduced
311	Ladenburg Thalmann Financial Services Miami, Florida	$36.8M	-$1.12M	22	0.43%	Reduced
312	GFPC Global Financial Private Capital Sarasota, Florida	$36.5M	-$11.9M	4	1.76%	Reduced
313	QS Investors New York	$36.2M	-$1.35M	10	0.31%	Reduced
314	MN Services Vermogensbeheer The Hague, Netherlands	$36M	+$31.7M	9	0.99%	Increased
315	Nisa Investment Advisors St. Louis, Missouri	$35.9M	-$519K	9	0.42%	Reduced
316	AGA Altrinsic Global Advisors Stamford, Connecticut	$35.9M	-$10.4M	1	1.3%	Reduced
317	Banco Santander Madrid, Spain	$35.7M	+$36M	1	0.7%	New
318	MCI McDonald Capital Investors Orinda, California	$35.6M	+$34.3M	1	3.1%	New
319	Tocqueville Asset Management New York	$34.9M	+$12.9M	4	0.42%	Increased
320	Oregon Public Employees Retirement Fund Tigard, Oregon	$34.9M	-$6.46M	8	0.59%	Reduced
321	ExxonMobil Investment Management Irving, Texas	$34.8M	-$5.48M	7	0.87%	Reduced
322	Utah Retirement Systems Salt Lake City, Utah	$34.8M	+$1.24M	9	0.81%	Increased
323	BAPIM British Airways Pensions Investment Management London, United Kingdom	$34.7M	-$31.1M	1	1%	Reduced
324	MP MSD Partners New York	$34M	+$32M	1	2.12%	New
325	FCIM Fairview Capital Investment Management Greenbrae, California	$34M	+$10.6M	1	2.23%	Increased