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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	FQ First Quadrant Glendale, California	$35.6M	+$20.6M	5	0.67%	Increased
327	Nisa Investment Advisors St. Louis, Missouri	$35.6M	-$965K	10	0.37%	Reduced
328	ProShare Advisors Bethesda, Maryland	$35.5M	+$9.12M	9	0.25%	Increased
329	Utah Retirement Systems Salt Lake City, Utah	$35.4M	+$490K	9	0.74%	Increased
330	Scout Investments Kansas City, Missouri	$35M	+$7.16M	2	0.86%	Increased
331	NN Investment Partners Holdings The Hague, Netherlands	$34.9M	+$3.71M	9	0.25%	Increased
332	State of Alaska Department of Revenue Juneau, Alaska	$34.9M	+$6.84M	9	0.83%	Increased
333	T TOBAM Paris, France	$34.9M	+$16.6M	3	1.51%	Increased
334	BA Boston Advisors Boston, Massachusetts	$34.5M	+$1.93M	6	0.74%	Increased
335	Reinhart Partners Mequon, Wisconsin	$34.4M	-$14.5M	2	3.4%	Reduced
336	GHA GW Henssler & Associates Kennesaw, Georgia	$34.4M	+$4.97M	4	3.21%	Increased
337	Jacobs Levy Equity Management Florham Park, New Jersey	$34.2M	-$1.95M	7	0.6%	Reduced
338	FCIM Fairview Capital Investment Management Greenbrae, California	$34M	+$21.8M	1	2.06%	Increased
339	Ninety One (UK) London, United Kingdom	$33.9M	-$368K	3	0.14%	Reduced
340	6CM 683 Capital Management New York	$33.6M	+$42M	1	2.83%	New
341	Tocqueville Asset Management New York	$33.4M	-$11.4M	4	0.38%	Reduced
342	Becker Capital Management Portland, Oregon	$33.2M	-$64K	2	1.1%	Reduced
343	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33.2M	-$6.56K	1	1.25%	Reduced
344	Vaughan Nelson Investment Management Houston, Texas	$33.1M	+$12.5M	2	0.38%	Increased
345	GAM Goldentree Asset Management New York	$33.1M	+$33.8M	1	3.59%	New
346	AGF Investments Inc Toronto, Ontario, Canada	$32.8M	+$7.7M	2	0.32%	Increased
347	CCM Contrarian Capital Management Greenwich, Connecticut	$32.1M	-$14.7M	1	3.14%	Reduced
348	Discovery Capital Management South Norwalk, Connecticut	$31.9M	-$43.7M	1	0.99%	Reduced
349	Davis Selected Advisers Tucson, Arizona	$31.9M	+$676K	1	0.14%	Increased
350	Crossmark Global Holdings Houston, Texas	$31.7M	+$127K	12	0.76%	Increased