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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	SCM Shapiro Capital Management Atlanta, Georgia	$51.8M	-$20M	1	1.1%	Reduced
302	State of Michigan Retirement System Lansing, Michigan	$50.6M	+$407K	7	0.42%	Increased
303	Gulf International Bank (UK) London, United Kingdom	$49.9M	+$89.7K	8	0.76%	Increased
304	Brandywine Global Investment Management Philadelphia, Pennsylvania	$49.4M	+$4.87M	5	0.35%	Increased
305	Oregon Public Employees Retirement Fund Tigard, Oregon	$49.4M	+$13.2M	8	0.69%	Increased
306	Jane Street New York	$48.6M	+$13.1M	13	0.07%	Increased
307	OCM Osterweis Capital Management San Francisco, California	$48.5M	-$13.4M	1	3.35%	Reduced
308	Jacobs Levy Equity Management Florham Park, New Jersey	$47.8M	+$14.4M	5	0.47%	Increased
309	CP Cumberland Partners Toronto, Ontario, Canada	$46.8M	-$2.74M	1	4.15%	Reduced
310	Laurion Capital Management New York	$46.6M	+$49.9M	2	0.36%	Increased
311	DZ Bank Frankfurt Am Main, Germany	$46.3M	+$14.2M	8	0.12%	Increased
312	Copeland Capital Management Conshohocken, Pennsylvania	$46.2M	+$3.5M	1	2.02%	Increased
313	Silvercrest Asset Management New York	$46.1M	+$23.6M	7	0.36%	Increased
314	ST Sabal Trust St. Petersburg, Florida	$46M	+$461K	3	3.65%	Increased
315	ProShare Advisors Bethesda, Maryland	$45.5M	+$12M	10	0.21%	Increased
316	BG Bollard Group Boston, Massachusetts	$45.5M	+$1.17M	4	1.48%	Increased
317	EC Eminence Capital New York	$45.4M	-$74.8M	1	0.51%	Reduced
318	CIBC World Markets New York	$45.2M	+$19.6M	6	0.29%	Increased
319	Bridgeway Capital Management Houston, Texas	$44.8M	+$21.4M	3	0.6%	Increased
320	Ferguson Wellman Capital Management Portland, Oregon	$44.7M	+$370K	3	1.32%	Increased
321	NIMC NWQ Investment Management Company Los Angeles, California	$44.7M	+$3.71M	2	1.11%	Increased
322	Kayne Anderson Capital Advisors Los Angeles, California	$44.5M	+$7.1M	2	0.76%	Increased
323	Cambridge Investment Research Advisors Fairfield, Iowa	$44.2M	+$167K	11	0.34%	Increased
324	Beck Mack & Oliver New York	$43.6M	-$1.1M	4	1.44%	Reduced
325	AGF Investments Inc Toronto, Ontario, Canada	$43.6M	+$6.24M	3	0.52%	Increased