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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	OWIM Old West Investment Management Los Angeles, California	$47.1M	-$65.5M	5	23.1%	Reduced
327	Clark Capital Management Group Philadelphia, Pennsylvania	$46.6M	+$1.22M	1	0.57%	Increased
328	Glenmede Trust Philadelphia, Pennsylvania	$46.4M	-$14.7M	8	0.22%	Reduced
329	Reinhart Partners Mequon, Wisconsin	$46.2M	-$2.82M	2	2.22%	Reduced
330	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$46M	+$11.5M	2	0.22%	Increased
331	Corsair Capital Management New York	$45.9M	+$20.6M	1	8.63%	Increased
332	Yousif Capital Management Bloomfield Hills, Michigan	$45.9M	+$43.2M	12	0.48%	New
333	Nisa Investment Advisors St. Louis, Missouri	$45.4M	+$10.7M	11	0.34%	Increased
334	E.S. Barr & Co Lexington, Kentucky	$45.2M	-$1.05M	1	3.02%	Reduced
335	Baird Financial Group Milwaukee, Wisconsin	$45.2M	-$391K	6	0.11%	Reduced
336	E Ergoteles New York	$45M	+$38.3M	9	1.75%	Increased
337	Westpac Banking Corp Sydney, Australia	$45M	+$2.63M	9	0.47%	Increased
338	Rockefeller Capital Management New York	$45M	+$9.29M	18	0.21%	Increased
339	ING Group Amsterdam, Netherlands	$44.7M	+$18M	5	0.4%	Increased
340	DnB Asset Management Oslo, Norway	$44.6M	-$3.01M	6	0.26%	Reduced
341	ArrowMark Colorado Holdings Denver, Colorado	$44.5M	-$7.89M	3	0.36%	Reduced
342	Cubist Systematic Strategies Stamford, Connecticut	$44.5M	-$16.3M	18	0.42%	Reduced
343	WI Wafra Inc New York	$44.5M	$0	1	1.41%	Maintained
344	Eventide Asset Management Boston, Massachusetts	$44.2M	$0	1	0.57%	Maintained
345	Smith Salley Wealth Management Greensboro, North Carolina	$43.9M	+$111K	2	3.11%	Increased
346	Utah Retirement Systems Salt Lake City, Utah	$43.4M	+$37.4K	9	0.54%	Increased
347	SCM Stonehill Capital Management New York	$43.3M	+$2.01M	1	9.51%	Increased
348	MIM Manitou Investment Management Toronto, Ontario, Canada	$43.1M	+$900K	1	6.9%	Increased
349	United Capital Financial Advisors Irving, Texas	$43M	+$120K	5	0.2%	Increased
350	Third Avenue Management New York	$43M	-$6.81M	1	5.66%	Reduced