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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	$28.7M	+$2.05M	7	0.5%	Increased
327	Baird Financial Group Milwaukee, Wisconsin	$28.7M	-$17.6M	8	0.25%	Reduced
328	DK Darrell & King Charlottesville, Virginia	$28.5M	+$27.9M	2	4.6%	Increased
329	AGF Investments Inc Toronto, Ontario, Canada	$28.5M	-$23.3M	7	0.33%	Reduced
330	BA Boston Advisors Boston, Massachusetts	$28.2M	-$1.72M	6	0.68%	Reduced
331	Calamos Advisors Naperville, Illinois	$28.1M	-$16.5M	6	0.22%	Reduced
332	Churchill Management Los Angeles, California	$27.8M	+$14.4M	2	0.93%	Increased
333	Donaldson Capital Management Evansville, Indiana	$27.1M	+$1.54M	2	3.33%	Increased
334	Edmond de Rothschild Holding Chambesy, Switzerland	$27M	+$3.59M	2	0.75%	Increased
335	TU TDAM USA Toronto, Ontario, Canada	$27M	-$1.4M	3	1.41%	Reduced
336	OIM Opus Investment Management Worcester, Massachusetts	$26.9M	+$2.15M	6	4.74%	Increased
337	Mutual of America Capital Management New York	$26.8M	+$145K	8	0.51%	Increased
338	ELC Edgar Lomax Company Kingstowne, Virginia	$26.7M	-$2.14M	1	1.71%	Reduced
339	SC Stralem & Co New York	$26.5M	-$1.04M	2	3.16%	Reduced
340	MSA Mason Street Advisors Milwaukee, Wisconsin	$26.4M	+$352K	8	0.71%	Increased
341	FCIM Fairview Capital Investment Management Greenbrae, California	$26.2M	+$89.3K	1	1.94%	Increased
342	PIA Piedmont Investment Advisors Durham, North Carolina	$26.2M	+$698K	7	0.54%	Increased
343	HA Heartland Advisors Milwaukee, Wisconsin	$25.5M	+$7.21M	3	1.41%	Increased
344	Financial Engines Advisors Santa Clara, California	$25.3M	+$7.3M	1	1.69%	Increased
345	Quadrature Capital London, United Kingdom	$24.4M	+$20.3M	3	0.77%	Increased
346	CAM Capstone Asset Management Houston, Texas	$24.4M	-$6.08M	11	0.7%	Reduced
347	Cambridge Investment Research Advisors Fairfield, Iowa	$24.3M	+$3.67M	9	0.46%	Increased
348	ING Group Amsterdam, Netherlands	$24.3M	+$5.25M	7	0.46%	Increased
349	SAM Securian Asset Management St Paul, Minnesota	$24.2M	-$3.17M	8	0.65%	Reduced
350	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$24.2M	+$1.86M	1	0.47%	Increased