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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	ORIO Old Republic International (ORI) Chicago, Illinois	$24.3M	$0	3	2.11%	Maintained
352	Employees Retirement System of Texas Austin, Texas	$24.2M	-$4.31M	8	0.31%	Reduced
353	FCIM Fairview Capital Investment Management Greenbrae, California	$23.8M	+$881K	1	1.94%	Increased
354	Livforsakringsbolaget Skandia Stockholm, Sweden	$23.7M	-$58.2K	7	0.85%	Reduced
355	NEAM New England Asset Management Farmington, Connecticut	$23.6M	-$7.54M	6	0.56%	Reduced
356	Wilmington Trust Wilmington, Delaware	$23.6M	-$173K	8	0.39%	Reduced
357	Capital Advisors Inc Tulsa, Oklahoma	$23.5M	+$620K	2	4.56%	Increased
358	AAM Archipel Asset Management Stockholm, Sweden	$23.1M	+$15.9M	3	5.77%	Increased
359	Nisa Investment Advisors St. Louis, Missouri	$23.1M	-$968K	8	0.32%	Reduced
360	TAM Taylor Asset Management Toronto, Ontario, Canada	$22.9M	+$1.15M	1	2.51%	Increased
361	Profund Advisors Bethesda, Maryland	$22.9M	+$5.32M	9	1%	Increased
362	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$22.5M	-$1.65M	8	0.71%	Reduced
363	GCP GSA Capital Partners London, United Kingdom	$22.5M	+$14.1M	9	1.01%	Increased
364	Bowen Hanes & Co Ponte Vedra Beach, Florida	$22.4M	-$133K	1	1.04%	Reduced
365	ACP Ashfield Capital Partners San Francisco, California	$22.2M	-$510K	2	1.05%	Reduced
366	CC Chubb Corp Warren, New Jersey	$22M	$0	1	1.14%	Maintained
367	VanEck Associates New York	$21.9M	+$60.1K	11	0.1%	Increased
368	First Citizens Bank & Trust Raleigh, North Carolina	$21.8M	-$1.59M	3	1.86%	Reduced
369	Chilton Investment Company Stamford, Connecticut	$21.7M	-$1.69M	1	0.88%	Reduced
370	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$21.5M	+$21.1M	1	2.84%	New
371	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$21.4M	+$232K	2	4%	Increased
372	ECP Electron Capital Partners New York	$21.3M	+$9.02M	2	8.24%	Increased
373	Placemark Investments Chicago, Illinois	$21.3M	-$985K	8	0.38%	Reduced
374	Calamos Advisors Naperville, Illinois	$21.3M	+$916K	6	0.14%	Increased
375	Zurich Cantonal Bank Zurich, Switzerland	$21.3M	+$519K	9	0.63%	Increased