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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
326	GH GAM Holding Zurich, Switzerland	$24.2M	+$5.66M	9	0.45%	Increased
327	OIM Opus Investment Management Worcester, Massachusetts	$24.2M	-$496K	6	5.49%	Reduced
328	DIA Denver Investment Advisors Denver, Colorado	$23.9M	+$7.58M	2	0.51%	Increased
329	Weiss Multi-Strategy Advisers New York	$23.8M	-$3.71M	5	0.51%	Reduced
330	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$23.6M	+$3.31M	3	1.62%	Increased
331	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$23.1M	-$162K	1	0.56%	Reduced
332	Confluence Investment Management St. Louis, Missouri	$23M	+$2.14M	1	1.42%	Increased
333	GC GW Capital Bellevue, Washington	$23M	+$1.77M	1	1.08%	Increased
334	TCA Taconic Capital Advisors New York	$22.8M	$0	1	1.04%	Maintained
335	Oppenheimer & Co New York	$22.7M	+$1.45M	8	0.8%	Increased
336	TCTC Holdings Dallas, Texas	$22.7M	+$938K	4	1.46%	Increased
337	Advisors Asset Management Monument, Colorado	$22.6M	+$1.02M	8	0.4%	Increased
338	Eaton Vance Management Boston, Massachusetts	$22.4M	-$20M	6	0.07%	Reduced
339	PCM Proxima Capital Management New York	$22.4M	+$443K	1	4.71%	Increased
340	Fifth Third Bancorp Cincinnati, Ohio	$22.2M	-$1.82M	11	0.23%	Reduced
341	ACP Ashfield Capital Partners San Francisco, California	$22M	-$1.17M	1	1.14%	Reduced
342	VFM Viking Fund Management Minot, North Dakota	$22M	+$8.49M	1	3.89%	Increased
343	GW&K Investment Management Boston, Massachusetts	$22M	+$1.22M	1	0.67%	Increased
344	Wilmington Trust Wilmington, Delaware	$21.9M	-$3.66M	9	0.38%	Reduced
345	GE General Electric Evendale, Ohio	$21.6M	-$650K	2	0.11%	Reduced
346	Factory Mutual Insurance Waltham, Massachusetts	$21.5M	$0	2	0.34%	Maintained
347	Oregon Public Employees Retirement Fund Tigard, Oregon	$21.4M	+$604K	7	0.87%	Increased
348	FCIM Fairview Capital Investment Management Greenbrae, California	$21.4M	+$149K	1	2.04%	Increased
349	Global X Management Company New York	$21.4M	+$5.81M	5	2.54%	Increased
350	NSCM New South Capital Management Memphis, Tennessee	$21.3M	+$13.1K	1	0.83%	Increased