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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	TCTC Holdings Dallas, Texas	$32.8M	+$2.66M	4	1.74%	Increased
352	HA Heartland Advisors Milwaukee, Wisconsin	$32.6M	-$543K	3	2.19%	Reduced
353	Susquehanna International Group Bala Cynwyd, Pennsylvania	$32M	-$12.3M	13	0.01%	Reduced
354	Personal Capital Advisors Redwood City, California	$31.8M	+$13.2M	2	0.5%	Increased
355	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$31.8M	-$6.85M	8	0.53%	Reduced
356	Cambridge Investment Research Advisors Fairfield, Iowa	$31.7M	-$1.91M	13	0.36%	Reduced
357	RCM Redwood Capital Management New York	$31.6M	-$3.18M	1	2.21%	Reduced
358	NM Nokota Management New York	$31.2M	-$1.4M	1	0.43%	Reduced
359	SCM Stevens Capital Management Radnor, Pennsylvania	$31.1M	+$6.91M	6	1.18%	Increased
360	TCW Group Los Angeles, California	$31M	+$27.6M	4	0.25%	Increased
361	Pzena Investment Management New York	$30.8M	-$60.4M	3	0.16%	Reduced
362	Highbridge Capital Management New York	$30.6M	+$5.66M	3	0.49%	Increased
363	OCM Osterweis Capital Management San Francisco, California	$30.3M	+$2.08M	1	2.15%	Increased
364	Huntington National Bank Columbus, Ohio	$30.2M	-$1.88M	9	0.5%	Reduced
365	MLICM Metropolitan Life Insurance Company (MetLife) New York	$30.1M	+$209K	10	0.42%	Increased
366	AGA Altrinsic Global Advisors Stamford, Connecticut	$30.1M	-$261K	1	1.21%	Reduced
367	Mutual of America Capital Management New York	$29.6M	+$269K	8	0.46%	Increased
368	Treasurer of the State of North Carolina Raleigh, North Carolina	$29.6M	+$29.8M	9	0.77%	New
369	Employees Retirement System of Texas Austin, Texas	$28.5M	-$2.26M	8	0.39%	Reduced
370	Manning & Napier Group Fairport, New York	$28.4M	-$1.47M	1	0.28%	Reduced
371	Edmond de Rothschild Holding Chambesy, Switzerland	$28.3M	-$631K	4	0.83%	Reduced
372	PIA Piedmont Investment Advisors Durham, North Carolina	$28.2M	-$9.67M	5	0.75%	Reduced
373	KSCM Key Square Capital Management Stamford, Connecticut	$28.2M	+$30.9M	1	3.23%	New
374	VanEck Associates New York	$28M	+$18.2M	9	0.14%	Increased
375	Bessemer Group Woodbridge, New Jersey	$27.8M	+$9.13M	12	0.11%	Increased