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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	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$23.9M	$0	8	0.28%	Maintained
352	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$23.9M	+$3.42M	8	0.78%	Increased
353	Capital Advisors Inc Tulsa, Oklahoma	$23.9M	+$400K	2	4.89%	Increased
354	Janus Henderson Group London,	$23.5M	+$48K	7	0.22%	Increased
355	SCM Stevens Capital Management Radnor, Pennsylvania	$23.3M	-$21.4M	6	0.7%	Reduced
356	Employees Retirement System of Texas Austin, Texas	$23.3M	+$325K	8	0.31%	Increased
357	OC Oakmont Corp Los Angeles, California	$23M	+$1.53M	1	4.14%	Increased
358	FCIM Fairview Capital Investment Management Greenbrae, California	$22.9M	+$2.49M	1	1.86%	Increased
359	CC Cannell & Co New York	$22.9M	-$29.6M	1	0.72%	Reduced
360	HCM Hodges Capital Management Dallas, Texas	$22M	+$7.47M	4	0.91%	Increased
361	Placemark Investments Chicago, Illinois	$22M	+$1.96M	9	0.41%	Increased
362	GAI General American Investors New York	$21.8M	+$3.56M	1	1.73%	Increased
363	Livforsakringsbolaget Skandia Stockholm, Sweden	$21.7M	-$670K	7	0.82%	Reduced
364	Natixis Advisors Boston, Massachusetts	$21.6M	-$6.87M	9	0.43%	Reduced
365	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$21M	+$363K	2	3.93%	Increased
366	HighTower Advisors Chicago, Illinois	$20.9M	+$4.35M	8	0.35%	Increased
367	FCM Freshford Capital Management Rye Brook, New York	$20.8M	+$6.82M	1	2.83%	Increased
368	CC Chubb Corp Warren, New Jersey	$20.8M	$0	1	1.13%	Maintained
369	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$20.5M	+$17.9M	9	0.53%	Increased
370	NAM Nexus Asset Management New York	$20.4M	-$22.2M	2	2.82%	Reduced
371	FMA Fiduciary Management Associates Chicago, Illinois	$20.4M	+$1.36M	1	1.45%	Increased
372	Bradley Foster & Sargent Hartford, Connecticut	$20.3M	+$138K	4	0.96%	Increased
373	NEAM New England Asset Management Farmington, Connecticut	$20.3M	-$2.21M	6	0.49%	Reduced
374	Jacobs Levy Equity Management Florham Park, New Jersey	$20.2M	-$4.6M	4	0.34%	Reduced
375	PP PDT Partners New York	$20M	+$15.8M	5	0.51%	Increased