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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	Marshall Wace London, United Kingdom	$50.1M	-$10.5M	11	0.23%	Reduced
302	MetLife Investment Management Whippany, New Jersey	$49.9M	-$1.46M	9	0.46%	Reduced
303	ECP ControlCo Summit, New Jersey	$49.4M	-$107M	1	4.73%	Reduced
304	CQS Credential Qtrade Securities Vancouver,	$49.2M	+$2.31M	3	4.43%	Increased
305	FCI Financial Counselors Inc Overland Park, Kansas	$49.1M	+$4.57M	6	1.14%	Increased
306	Jane Street New York	$48.7M	-$2.47M	18	0.02%	Reduced
307	US Bancorp Minneapolis, Minnesota	$48.6M	-$959K	18	0.1%	Reduced
308	Avalon Investment & Advisory Houston, Texas	$48.3M	-$12.8M	2	1.11%	Reduced
309	TC Towle & Co Denver, Colorado	$48.2M	-$1.22M	1	5.1%	Reduced
310	CC Cannell & Co New York	$48.2M	+$15.4M	2	1.51%	Increased
311	Panagora Asset Management Boston, Massachusetts	$47.5M	-$3.87M	12	0.27%	Reduced
312	Nomura Asset Management Tokyo, Japan	$47.2M	-$6.53M	7	0.3%	Reduced
313	Marshall Wace North America New York	$47M	-$135M	7	0.19%	Reduced
314	VVP Vulcan Value Partners Birmingham, Alabama	$46.4M	+$3.8M	1	0.27%	Increased
315	State of Alaska Department of Revenue Juneau, Alaska	$46.2M	-$707K	8	0.5%	Reduced
316	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$46M	-$959K	2	3.74%	Reduced
317	CP Cumberland Partners Toronto, Ontario, Canada	$45.4M	+$3.67M	2	3.74%	Increased
318	BG Bollard Group Boston, Massachusetts	$45.1M	+$1.34M	4	1.58%	Increased
319	Beck Mack & Oliver New York	$44.4M	-$1.19M	4	1.37%	Reduced
320	HIM HughesLittle Investment Management Vancouver,	$44.1M	+$912K	1	11.39%	Increased
321	Lord, Abbett & Co Jersey City, New Jersey	$44M	+$2.46M	2	0.11%	Increased
322	GLCM Greenlea Lane Capital Management Weston, Connecticut	$43.9M	-$1.11M	1	18.4%	Reduced
323	GLCP Greenlea Lane Capital Partners New York	$43.9M	+$41.1M	1	18.4%	New
324	SCM Shapiro Capital Management Atlanta, Georgia	$43.7M	+$312K	2	0.8%	Increased
325	Reinhart Partners Mequon, Wisconsin	$43.5M	+$19.7M	2	2.26%	Increased