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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
351	FMA Fiduciary Management Associates Chicago, Illinois	$21.2M	-$745K	1	1.53%	Reduced
352	Jacobs Levy Equity Management Florham Park, New Jersey	$21.1M	-$230K	5	0.36%	Reduced
353	B BP London, United Kingdom	$20.9M	$0	2	1.25%	Maintained
354	CC Chubb Corp Warren, New Jersey	$20.8M	$0	1	1.15%	Maintained
355	BB&T Securities Richmond, Virginia	$20.6M	+$681K	4	0.64%	Increased
356	QI Qualcomm Inc San Diego, California	$20.3M	$0	3	0.92%	Maintained
357	Brandywine Global Investment Management Philadelphia, Pennsylvania	$20.3M	-$8.86M	5	0.2%	Reduced
358	Nisa Investment Advisors St. Louis, Missouri	$20.2M	-$7.58M	7	0.31%	Reduced
359	Placemark Investments Chicago, Illinois	$20.1M	+$897K	9	0.38%	Increased
360	TU TDAM USA Toronto, Ontario, Canada	$19.9M	+$822K	3	0.94%	Increased
361	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.8M	-$25.1K	8	0.35%	Reduced
362	VVP Vulcan Value Partners Birmingham, Alabama	$19.7M	-$5.82M	1	0.6%	Reduced
363	BAMCO Inc New York	$19.3M	-$1.39M	1	0.09%	Reduced
364	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$19.1M	-$17.4M	1	3.78%	Reduced
365	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$18.6M	+$19.1M	1	1.23%	Increased
366	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$18.5M	+$612K	10	0.69%	Increased
367	BIM BRC Investment Management Greenwood Village, Colorado	$18.4M	+$5.58M	2	2.79%	Increased
368	Capital Advisors Inc Tulsa, Oklahoma	$18.1M	+$7.87M	2	4.33%	Increased
369	Hancock Whitney Gulfport, Mississippi	$18M	+$2.97M	4	0.83%	Increased
370	Mutual of America Capital Management New York	$17.9M	+$961K	7	0.49%	Increased
371	F&C Asset Management Edinburgh, Scotland, United Kingdom	$17.8M	-$2.62M	7	0.23%	Reduced
372	Calamos Advisors Naperville, Illinois	$17.7M	-$65.5M	6	0.11%	Reduced
373	BSPF British Steel Pension Fund London, United Kingdom	$17.6M	-$281K	2	1.82%	Reduced
374	Numeric Investors Boston, Massachusetts	$17.6M	-$2.18M	2	0.32%	Reduced
375	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$17.5M	-$668K	7	0.5%	Reduced