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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	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$50.6M	+$7.98M	5	1.62%	Increased
327	Empyrean Capital Partners Los Angeles, California	$50.6M	$0	1	2.29%	Maintained
328	GRA Goehring & Rozencwajg Associates New York	$49.2M	+$9.19M	8	14.14%	Increased
329	ACM Azarias Capital Management Berwyn, Pennsylvania	$48.9M	-$2.86M	6	40.89%	Reduced
330	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$48.9M	-$3.22K	1	6.49%	Reduced
331	NCA Newbrook Capital Advisors New York	$48.7M	-$9.64M	1	6.79%	Reduced
332	State of Alaska Department of Revenue Juneau, Alaska	$48.6M	+$1.33M	10	0.58%	Increased
333	Capital Investment Advisors Atlanta, Georgia	$48.5M	+$1.88M	6	1.48%	Increased
334	CCM Cinctive Capital Management New York	$48.4M	-$3.29M	3	1.62%	Reduced
335	Cetera Advisor Networks El Segundo, California	$48M	+$6.64M	18	0.33%	Increased
336	USS Investment Management London, United Kingdom	$47.7M	+$194K	7	0.56%	Increased
337	MML Investors Services Springfield, Massachusetts	$46.8M	+$4.72M	13	0.26%	Increased
338	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$46.3M	-$15.7M	3	2.8%	Reduced
339	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$46.1M	+$915K	1	2.55%	Increased
340	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$46M	-$10.5M	2	2.91%	Reduced
341	Illinois Municipal Retirement Fund Oak Brook, Illinois	$46M	-$16.7M	10	0.93%	Reduced
342	LCS Levin Capital Strategies New York	$45.9M	+$458K	5	5.21%	Increased
343	Appaloosa LP Short Hills, New Jersey	$45.8M	-$132M	1	0.85%	Reduced
344	CC Covalis Capital London, United Kingdom	$45.3M	+$36.6M	3	9.71%	Increased
345	First Horizon Advisors Memphis, Tennessee	$45.3M	+$676K	13	1.57%	Increased
346	TC TwinBeech Capital Purchase, New York	$45.1M	-$10.7M	3	0.89%	Reduced
347	SFG Sather Financial Group Victoria, Texas	$44.4M	+$674K	1	3.55%	Increased
348	Xponance Philadelphia, Pennsylvania	$44.3M	+$3.25M	13	0.59%	Increased
349	GLCM Greenlea Lane Capital Management Weston, Connecticut	$44.1M	+$11.6M	1	16.07%	Increased
350	GAM Goldentree Asset Management New York	$44M	+$40.9M	1	3.99%	New