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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	HA Heartland Advisors Milwaukee, Wisconsin	$33.9M	+$8.12M	4	2.18%	Increased
327	William Blair & Company Chicago, Illinois	$33.8M	+$6.95M	7	0.25%	Increased
328	Numeric Investors Boston, Massachusetts	$33.7M	-$12M	4	0.3%	Reduced
329	GH GAM Holding Zurich, Switzerland	$33.3M	-$1.26M	8	0.49%	Reduced
330	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33M	+$9.22M	1	1.75%	Increased
331	Janney Montgomery Scott Philadelphia, Pennsylvania	$32.9M	-$407K	9	0.41%	Reduced
332	Candriam SCA Strassen, Luxembourg, Luxembourg	$32.6M	+$13.7M	8	0.61%	Increased
333	Envestnet Asset Management Chicago, Illinois	$32.2M	-$2.5M	14	0.09%	Reduced
334	Ninety One (UK) London, United Kingdom	$31.7M	-$90.8M	3	0.15%	Reduced
335	SGAM Smith Group Asset Management Dallas, Texas	$31.6M	-$17.9M	4	0.97%	Reduced
336	Employees Retirement System of Texas Austin, Texas	$31.3M	-$8.54M	8	0.42%	Reduced
337	Cambridge Investment Research Advisors Fairfield, Iowa	$31.3M	+$2.59M	11	0.46%	Increased
338	DF Donoghue Forlines Boston, Massachusetts	$30.5M	+$31.3M	2	3.46%	New
339	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$30.2M	-$691K	8	0.38%	Reduced
340	BA Boston Advisors Boston, Massachusetts	$30M	+$4.28M	6	0.69%	Increased
341	CAM Capstone Asset Management Houston, Texas	$29.8M	+$5.12M	11	0.83%	Increased
342	Capital Wealth Planning Naples, Florida	$29.6M	+$30.2M	2	4.73%	Increased
343	SG Americas Securities New York	$29.1M	-$10.9M	12	0.26%	Reduced
344	Weiss Multi-Strategy Advisers New York	$28.7M	+$12.2M	2	1.21%	Increased
345	HCM Huber Capital Management El Segundo, California	$28.7M	+$174K	3	1.46%	Increased
346	PIA Piedmont Investment Advisors Durham, North Carolina	$28.4M	-$21.4M	4	0.63%	Reduced
347	TIAAOA Teachers Insurance & Annuity Association of America New York	$28.3M	+$16.9M	2	0.98%	Increased
348	Sit Investment Associates Minneapolis, Minnesota	$28.2M	+$5.25M	1	0.7%	Increased
349	Verition Fund Management Greenwich, Connecticut	$28M	+$5.48M	10	2.72%	Increased
350	Mitsubishi UFJ Asset Management Tokyo, Japan	$27.9M	-$3.48M	7	0.69%	Reduced