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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	Davis Selected Advisers Tucson, Arizona	$27.8M	-$193K	1	0.12%	Reduced
352	Mutual of America Capital Management New York	$27.8M	-$210K	8	0.48%	Reduced
353	Brown Advisory Baltimore, Maryland	$27.6M	+$13.4M	7	0.08%	Increased
354	NN Investment Partners Holdings The Hague, Netherlands	$27.6M	-$37.1M	9	0.25%	Reduced
355	Dai-ichi Life Insurance Company Tokyo, Japan	$27.5M	+$6.25M	6	0.61%	Increased
356	CC Cipher Capital New York	$27.4M	+$4.51M	6	2.14%	Increased
357	TU TDAM USA Toronto, Ontario, Canada	$27.3M	-$1.22M	3	1.41%	Reduced
358	MSA Mason Street Advisors Milwaukee, Wisconsin	$27.1M	+$236K	8	0.68%	Increased
359	Baird Financial Group Milwaukee, Wisconsin	$26.9M	-$1.4M	8	0.21%	Reduced
360	Voloridge Investment Management Jupiter, Florida	$26.6M	-$38.1M	3	0.66%	Reduced
361	Donaldson Capital Management Evansville, Indiana	$26.6M	-$491K	2	3.01%	Reduced
362	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$26.4M	+$18.6M	4	1.82%	Increased
363	FQ First Quadrant Glendale, California	$26.3M	+$17.9M	5	0.53%	Increased
364	AHL Partners London, United Kingdom	$26.1M	+$16.1M	10	0.56%	Increased
365	AGF Investments Inc Toronto, Ontario, Canada	$25.7M	-$4.85M	2	0.29%	Reduced
366	DK Darrell & King Charlottesville, Virginia	$25.7M	+$98.1K	2	3.85%	Increased
367	MUFG Securities EMEA London, United Kingdom	$25.6M	+$4.99M	1	0.95%	Increased
368	South Dakota Investment Council Sioux Falls, South Dakota	$25.1M	+$17.8M	5	0.53%	Increased
369	SC Stralem & Co New York	$24.8M	-$424K	1	2.9%	Reduced
370	Calamos Advisors Naperville, Illinois	$24.5M	-$7.39M	5	0.18%	Reduced
371	JIR James Investment Research Alpha, Ohio	$24.5M	-$11.2M	4	0.76%	Reduced
372	DnB Asset Management Oslo, Norway	$24.5M	+$614K	6	0.36%	Increased
373	State of Alaska Department of Revenue Juneau, Alaska	$24.4M	+$1.15M	7	1.66%	Increased
374	Private Management Group Irvine, California	$24.2M	-$276K	1	1.33%	Reduced
375	Stephens Inc Little Rock, Arkansas	$24.1M	+$315K	6	0.83%	Increased