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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	Nomura Asset Management Tokyo, Japan	$55.4M	+$2.47M	8	0.55%	Increased
302	Avalon Investment & Advisory Houston, Texas	$54M	+$2.78M	2	1.2%	Increased
303	US Bancorp Minneapolis, Minnesota	$53.5M	+$472K	16	0.15%	Increased
304	GHA GW Henssler & Associates Kennesaw, Georgia	$53.1M	+$579K	5	4.8%	Increased
305	OCM Osterweis Capital Management San Francisco, California	$52.1M	-$1.99M	1	3.68%	Reduced
306	SAM Shell Asset Management The Hague, Netherlands	$51.9M	+$4.89M	11	1.15%	Increased
307	Calamos Advisors Naperville, Illinois	$51.4M	+$11.6M	5	0.29%	Increased
308	ELC Edgar Lomax Company Kingstowne, Virginia	$50.8M	-$742K	1	3.45%	Reduced
309	T TOBAM Paris, France	$50.7M	-$1.98M	5	2.82%	Reduced
310	Vaughan David Investments Peoria, Illinois	$50.2M	+$885K	3	1.99%	Increased
311	Public Employees Retirement Association of Colorado Denver, Colorado	$49.1M	-$590K	9	0.3%	Reduced
312	LC LNZ Capital New York	$49M	+$21.3M	3	29.95%	Increased
313	Ladenburg Thalmann Financial Services Miami, Florida	$48.2M	+$3.39M	22	0.35%	Increased
314	Jupiter Investment Management London, United Kingdom	$47.9M	+$13.9M	1	0.49%	Increased
315	Weiss Multi-Strategy Advisers New York	$47.7M	+$400K	4	1.26%	Increased
316	Loomis, Sayles & Company Boston, Massachusetts	$47.7M	-$2.77M	5	0.09%	Reduced
317	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$47.1M	-$24M	1	5.04%	Reduced
318	Snyder Capital Management San Francisco, California	$47M	-$1.5M	1	2.11%	Reduced
319	Frontier Capital Management Boston, Massachusetts	$46.9M	-$1.32M	1	0.35%	Reduced
320	Alkeon Capital Management New York	$46.6M	-$6.24M	1	0.18%	Reduced
321	Gulf International Bank (UK) London, United Kingdom	$46.5M	+$1.18M	9	0.78%	Increased
322	HBK Investments Dallas, Texas	$46.5M	-$4.39M	2	0.41%	Reduced
323	Capital Advisors Inc Tulsa, Oklahoma	$46.4M	+$29.1M	3	2.29%	Increased
324	Rubric Capital Management (New York) New York	$46.2M	+$46.3M	2	3.64%	New
325	Cubist Systematic Strategies Stamford, Connecticut	$46M	+$27.8M	9	0.84%	Increased