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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	RCM Ratan Capital Management Miami Beach, Florida	$43.9M	+$38.4M	1	3.8%	Increased
327	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$42.6M	+$815K	2	3.15%	Increased
328	TAM Third Avenue Management New York	$42.6M	-$2.09M	1	5.63%	Reduced
329	Gulf International Bank (UK) London, United Kingdom	$42.3M	-$28.7K	9	0.54%	Reduced
330	MUFG Securities (Canada) New York	$42.2M	-$201K	2	2.03%	Reduced
331	Capital Investment Advisors Atlanta, Georgia	$41.4M	+$6.52M	5	1.43%	Increased
332	Utah Retirement Systems Salt Lake City, Utah	$41.4M	-$78.4K	9	0.53%	Reduced
333	ArrowMark Colorado Holdings Denver, Colorado	$41M	+$24.9M	2	0.31%	Increased
334	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$40.9M	+$107K	1	3.04%	Increased
335	MI MMCAP International Grand Cayman, Cayman Islands	$40.1M	-$20.2M	4	1.91%	Reduced
336	Lord, Abbett & Co Jersey City, New Jersey	$40.1M	-$4.24M	2	0.1%	Reduced
337	Baird Financial Group Milwaukee, Wisconsin	$40.1M	+$877K	6	0.1%	Increased
338	ESBC E.S. Barr & Co Lexington, Kentucky	$40M	-$955K	1	2.88%	Reduced
339	Heritage Wealth Advisors Richmond, Virginia	$39.7M	+$2.42M	5	2.45%	Increased
340	GLCM Greenlea Lane Capital Management Weston, Connecticut	$39.7M	-$10.2M	1	11.92%	Reduced
341	Welch Group Birmingham, Alabama	$39.5M	+$576K	3	2.69%	Increased
342	PGGM Investments Zeist, Netherlands	$39.3M	-$2.56M	3	0.17%	Reduced
343	State of Alaska Department of Revenue Juneau, Alaska	$39M	-$6.63M	8	0.39%	Reduced
344	Clark Capital Management Group Philadelphia, Pennsylvania	$38.7M	-$17M	1	0.54%	Reduced
345	HCMT Highland Capital Management (Texas) Dallas, Texas	$38.7M	+$32.2M	1	99.11%	Increased
346	FFA First Foundation Advisors Irvine, California	$38.5M	-$167K	3	1.48%	Reduced
347	SCM Shapiro Capital Management Atlanta, Georgia	$38.2M	-$296K	2	0.67%	Reduced
348	Verition Fund Management Greenwich, Connecticut	$38.2M	+$4.81M	10	0.35%	Increased
349	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$37.9M	-$4.21M	1	5.33%	Reduced
350	WBC Westpac Banking Corp Sydney, Australia	$37.9M	+$1.82M	9	0.38%	Increased