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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	EdgePoint Investment Group Toronto, Ontario, Canada	$42M	+$40.1M	1	0.48%	New
327	GFPC Global Financial Private Capital Sarasota, Florida	$41.9M	-$9.76M	6	1.51%	Reduced
328	Andra AP-fonden Goteborg, Sweden	$41.7M	-$2.77M	9	1.08%	Reduced
329	Vaughan David Investments Peoria, Illinois	$41.7M	-$570K	2	1.76%	Reduced
330	NN Investment Partners Holdings The Hague, Netherlands	$41.3M	+$6.26M	9	0.3%	Increased
331	Beck Mack & Oliver New York	$41.1M	-$3.28M	5	1.31%	Reduced
332	MAC Monarch Alternative Capital New York	$40.9M	+$36.5M	1	2.62%	Increased
333	Montrusco Bolton Investments Montreal, Quebec, Canada	$40.9M	+$956K	1	2.5%	Increased
334	Element Capital Management New York	$40.8M	+$20.9M	5	0.82%	Increased
335	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$40.8M	-$7.21M	1	1.28%	Reduced
336	Nomura Asset Management Tokyo, Japan	$40.4M	+$116K	8	0.39%	Increased
337	Oregon Public Employees Retirement Fund Tigard, Oregon	$40.3M	+$262K	9	0.55%	Increased
338	Nomura Holdings Tokyo, Japan	$40M	+$6.9M	9	0.14%	Increased
339	Capital Advisors Inc Tulsa, Oklahoma	$39.8M	-$1.57M	3	2.37%	Reduced
340	FCIM Fairview Capital Investment Management Greenbrae, California	$39.6M	-$169K	1	2.23%	Reduced
341	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$39.5M	+$590K	5	0.56%	Increased
342	Reinhart Partners Mequon, Wisconsin	$39.4M	+$256K	2	3.56%	Increased
343	CCM Contrarian Capital Management Greenwich, Connecticut	$39.1M	$0	1	3.44%	Maintained
344	Jefferies Group New York	$38.2M	+$21M	10	0.25%	Increased
345	GHA GW Henssler & Associates Kennesaw, Georgia	$37.8M	+$1.42M	4	3.44%	Increased
346	Nisa Investment Advisors St. Louis, Missouri	$37.7M	+$3.73M	10	0.34%	Increased
347	MN Services Vermogensbeheer The Hague, Netherlands	$37.6M	+$527K	10	0.88%	Increased
348	LC LNZ Capital New York	$37.3M	+$9.04M	5	30.22%	Increased
349	Susquehanna International Group Bala Cynwyd, Pennsylvania	$37.2M	-$19.4M	9	0.01%	Reduced
350	HighTower Advisors Chicago, Illinois	$36.5M	-$2.45M	13	0.26%	Reduced