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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	NIMC NWQ Investment Management Company Los Angeles, California	$26.4M	+$1.55M	1	0.37%	Increased
327	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$26M	-$3.68M	1	1.34%	Reduced
328	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$25.8M	$0	1	2.93%	Maintained
329	Voloridge Investment Management Jupiter, Florida	$25.7M	+$10.9M	2	1.31%	Increased
330	CPP Crow Point Partners Boston, Massachusetts	$25.6M	+$80.8K	4	3.77%	Increased
331	Natixis Advisors Boston, Massachusetts	$25.5M	+$682K	9	0.43%	Increased
332	Edmond de Rothschild Holding Chambesy, Switzerland	$25.3M	+$27.5M	3	0.54%	New
333	ProShare Advisors Bethesda, Maryland	$25.1M	-$6.5M	9	0.35%	Reduced
334	FCIM Fairview Capital Investment Management Greenbrae, California	$25M	+$828K	1	2.08%	Increased
335	Edmond de Rothschild Asset Management (France) Paris, France	$24.6M	+$26.8M	1	0.66%	New
336	Davis Selected Advisers Tucson, Arizona	$24.2M	-$206M	1	0.08%	Reduced
337	HighTower Advisors Chicago, Illinois	$24.1M	+$1.54M	8	0.39%	Increased
338	United Capital Financial Advisors Irving, Texas	$24.1M	+$1.8M	6	0.28%	Increased
339	Aristotle Capital Management Los Angeles, California	$23.1M	-$301K	2	0.27%	Reduced
340	GC GMT Capital Atlanta, Georgia	$22.9M	+$8.51M	1	0.6%	Increased
341	CAM Capstone Asset Management Houston, Texas	$22.8M	-$512K	11	0.66%	Reduced
342	Tocqueville Asset Management New York	$22.6M	-$1.32M	4	0.27%	Reduced
343	CC Cannell & Co New York	$22.5M	-$1.85M	1	0.64%	Reduced
344	Employees Retirement System of Texas Austin, Texas	$22.5M	-$7.56M	7	0.29%	Reduced
345	Miller Howard Investments Kingston, New York	$22.2M	+$1.82M	2	0.3%	Increased
346	TU TDAM USA Toronto, Ontario, Canada	$22M	-$16.6M	5	1%	Reduced
347	CIBC Private Wealth Group Atlanta, Georgia	$21.9M	-$18.9M	6	0.16%	Reduced
348	Becker Capital Management Portland, Oregon	$21.9M	-$240K	1	0.86%	Reduced
349	Nisa Investment Advisors St. Louis, Missouri	$21.9M	-$204K	7	0.31%	Reduced
350	Point72 Asset Management Stamford, Connecticut	$21.9M	-$60.9M	2	0.15%	Reduced