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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	PIP Permian Investment Partners Dallas, Texas	$60.3M	+$55.4M	2	10.88%	Increased
302	Mariner Overland Park, Kansas	$60M	+$14M	14	0.24%	Increased
303	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$59.2M	-$378K	1	9.3%	Reduced
304	SIC Schwartz Investment Counsel Plymouth, Michigan	$58.8M	+$858K	2	3.02%	Increased
305	PineBridge Investments New York	$58.2M	+$26.1M	6	0.75%	Increased
306	P3I Progeny 3 Inc Kirkland, Washington	$58M	+$1.02M	2	9.69%	Increased
307	Samlyn Capital New York	$57.5M	+$53.9M	1	1.07%	New
308	DnB Asset Management Oslo, Norway	$57.5M	+$1.69M	7	0.44%	Increased
309	Comerica Bank Dallas, Texas	$57.2M	-$168K	13	0.48%	Reduced
310	SPC Silver Point Capital Greenwich, Connecticut	$57.1M	-$1.62M	1	4.2%	Reduced
311	ELC Edgar Lomax Company Kingstowne, Virginia	$56.3M	-$835K	2	3.89%	Reduced
312	ArrowMark Colorado Holdings Denver, Colorado	$56.3M	+$7.77M	4	0.69%	Increased
313	Illinois Municipal Retirement Fund Oak Brook, Illinois	$56.1M	-$12.4M	10	1.38%	Reduced
314	Creative Planning Overland Park, Kansas	$56M	+$3.12M	17	0.1%	Increased
315	ProShare Advisors Bethesda, Maryland	$55.9M	-$8.05M	13	0.21%	Reduced
316	HRT Financial New York	$55.1M	+$15.3M	9	0.6%	Increased
317	GFWEX G.F.W. Energy XII Dallas, Texas	$54.9M	+$22.5M	1	69.41%	Increased
318	Robeco Institutional Asset Management Rotterdam, Netherlands	$54.8M	-$7.52M	8	0.18%	Reduced
319	CQS Credential Qtrade Securities Vancouver,	$54.8M	+$2.65M	3	4.25%	Increased
320	Stonegate Investment Group Birmingham, Alabama	$54.4M	+$421K	3	2.5%	Increased
321	US Bancorp Minneapolis, Minnesota	$54.3M	+$2.32M	20	0.11%	Increased
322	Vaughan Nelson Investment Management Houston, Texas	$53.5M	+$1.37M	2	0.77%	Increased
323	Rockefeller Capital Management New York	$51.8M	+$3.78M	19	0.27%	Increased
324	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$51.8M	-$2.09M	1	4.69%	Reduced
325	BG Bollard Group Boston, Massachusetts	$51M	+$246K	4	2.14%	Increased