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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	Commerce Bank Kansas City, Missouri	$39.3M	+$11M	6	0.38%	Increased
327	TIAA FSB Jacksonville, Florida	$38.7M	+$14.6M	5	0.18%	Increased
328	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$38.3M	-$33.3M	2	3.88%	Reduced
329	Copeland Capital Management Conshohocken, Pennsylvania	$38.3M	-$556K	1	1.97%	Reduced
330	QI QV Investors Calgary, Alberta, Canada	$37.9M	+$13.1M	1	2.54%	Increased
331	SCC Spring Creek Capital Wichita, Kansas	$37.8M	+$32.8M	1	7.12%	New
332	Lord, Abbett & Co Jersey City, New Jersey	$37.7M	+$19.3M	2	0.13%	Increased
333	CP Cumberland Partners Toronto, Ontario, Canada	$37.7M	-$332K	1	3.91%	Reduced
334	Utah Retirement Systems Salt Lake City, Utah	$37.7M	+$640K	9	0.69%	Increased
335	TimesSquare Capital Management New York	$37.6M	-$22.4M	1	0.36%	Reduced
336	M&T Bank Buffalo, New York	$37M	-$29.8M	11	0.2%	Reduced
337	Fjarde Ap-fonden Stockholm, Sweden	$36.6M	+$5.27M	4	0.46%	Increased
338	Nisa Investment Advisors St. Louis, Missouri	$36.5M	+$995K	9	0.34%	Increased
339	Ferguson Wellman Capital Management Portland, Oregon	$36.3M	+$938K	3	1.11%	Increased
340	Beck Mack & Oliver New York	$36.3M	-$437K	4	1.35%	Reduced
341	BG Bollard Group Boston, Massachusetts	$36.2M	-$3.34M	4	1.42%	Reduced
342	OWIM Old West Investment Management Los Angeles, California	$36.2M	-$582K	6	10.72%	Reduced
343	Advent Capital Management New York	$35.9M	-$5.61M	1	0.84%	Reduced
344	Element Capital Management New York	$35.8M	+$43.9M	1	10.55%	New
345	Jupiter Investment Management London, United Kingdom	$35.7M	-$20.5M	3	0.57%	Reduced
346	First Pacific Advisors El Segundo, California	$35.7M	-$10.5M	1	0.48%	Reduced
347	KBC Group Brussels, Belgium	$35.5M	-$12M	8	0.23%	Reduced
348	Sessa Capital New York	$35.4M	+$43.4M	1	3.55%	New
349	SIC Schwartz Investment Counsel Plymouth, Michigan	$35.2M	-$15.1M	1	1.91%	Reduced
350	TPSF Texas Permanent School Fund Austin, Texas	$35.1M	-$1.08M	7	0.56%	Reduced