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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	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$58.7M	-$38.9M	4	6.78%	Reduced
302	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$58M	+$1.75M	1	3.32%	Increased
303	CC Cannell & Co New York	$57.8M	-$10.5M	1	1.92%	Reduced
304	Ferguson Wellman Capital Management Portland, Oregon	$57.3M	+$723K	2	1.35%	Increased
305	MN Services Vermogensbeheer The Hague, Netherlands	$57M	-$1.33M	3	0.53%	Reduced
306	Locust Wood Capital Advisers New York	$56.5M	+$7.08M	1	2.62%	Increased
307	Fort Washington Investment Advisors Cincinnati, Ohio	$56.4M	+$4.47M	5	0.41%	Increased
308	US Bancorp Minneapolis, Minnesota	$55.9M	-$844K	21	0.09%	Reduced
309	Creative Planning Overland Park, Kansas	$55.6M	+$602K	17	0.07%	Increased
310	BG Bollard Group Boston, Massachusetts	$55.2M	+$510K	7	1.88%	Increased
311	Rockefeller Capital Management New York	$55.2M	+$4.99M	16	0.21%	Increased
312	Tocqueville Asset Management New York	$54.9M	-$14.5M	4	0.98%	Reduced
313	Axa Paris, France	$54.6M	+$17.9M	6	0.18%	Increased
314	Welch Group Birmingham, Alabama	$54.3M	+$1.14M	3	3.12%	Increased
315	CGIM Capital Group Investment Management Raffles Quay, Singapore	$54.3M	+$22.3M	2	2.7%	Increased
316	Cerity Partners New York	$54.1M	+$12.5M	14	0.21%	Increased
317	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$53.8M	+$975K	1	4.31%	Increased
318	Yousif Capital Management Bloomfield Hills, Michigan	$53M	+$3.06M	15	0.64%	Increased
319	Nomura Holdings Tokyo, Japan	$52.7M	+$167K	4	0.14%	Increased
320	Utah Retirement Systems Salt Lake City, Utah	$52.3M	-$764K	12	0.73%	Reduced
321	InterOcean Capital Group Nashville, Tennessee	$52.2M	+$3.24M	3	1.64%	Increased
322	Maryland State Retirement & Pension System Baltimore, Maryland	$51.5M	+$2.19M	11	1.09%	Increased
323	Mutual of America Capital Management New York	$51.1M	+$4.03M	10	0.58%	Increased
324	Calamos Advisors Naperville, Illinois	$51M	-$3.83M	5	0.25%	Reduced
325	CQS Credential Qtrade Securities Vancouver,	$50.6M	+$1.13M	4	3.18%	Increased