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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	Ferguson Wellman Capital Management Portland, Oregon	$43.5M	+$225K	3	1.39%	Increased
327	Cambridge Investment Research Advisors Fairfield, Iowa	$43.1M	+$3.96M	11	0.38%	Increased
328	Utah Retirement Systems Salt Lake City, Utah	$42.7M	+$620K	10	0.81%	Increased
329	M&T Bank Buffalo, New York	$42.7M	-$377K	10	0.21%	Reduced
330	Factory Mutual Insurance Waltham, Massachusetts	$42.3M	$0	1	0.65%	Maintained
331	TPSF Texas Permanent School Fund Austin, Texas	$42.2M	+$927K	7	0.67%	Increased
332	ISSM Invesco Senior Secured Management New York	$41.5M	-$23.8M	1	29.75%	Reduced
333	Beck Mack & Oliver New York	$41.3M	-$86.2K	5	1.46%	Reduced
334	Nisa Investment Advisors St. Louis, Missouri	$41.3M	-$504K	8	0.37%	Reduced
335	WI Wafra Inc New York	$40.6M	+$3.93M	2	1.34%	Increased
336	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$40.6M	-$1.07M	5	1.14%	Reduced
337	Zurich Insurance Group Zurich, Switzerland	$40.4M	+$1.27M	3	0.77%	Increased
338	MAC Monarch Alternative Capital New York	$40M	+$34.8M	1	3.49%	Increased
339	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$39.6M	-$5.38M	1	2.4%	Reduced
340	Copeland Capital Management Conshohocken, Pennsylvania	$39.2M	+$4.08M	1	2.02%	Increased
341	PointState Capital New York	$39M	-$30.5M	2	1.12%	Reduced
342	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$39M	+$1.09M	9	0.33%	Increased
343	Creative Planning Overland Park, Kansas	$38.8M	+$920K	12	0.13%	Increased
344	Aristotle Capital Management Los Angeles, California	$38.5M	+$18.3M	2	0.2%	Increased
345	GLCM Greenlea Lane Capital Management Weston, Connecticut	$38.5M	$0	1	22.4%	Maintained
346	FTCM First Trust Capital Management Chicago, Illinois	$38.4M	+$36.3M	2	12.47%	Increased
347	T TOBAM Paris, France	$38.2M	-$14M	5	2.46%	Reduced
348	IC InterOcean Capital Chicago, Illinois	$37.8M	+$1.99M	1	3.08%	Increased
349	LC LNZ Capital New York	$37.6M	-$14.4M	2	31.69%	Reduced
350	FCI Financial Counselors Inc Overland Park, Kansas	$37.4M	+$549K	4	1.47%	Increased