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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	FCIM Fairview Capital Investment Management Greenbrae, California	$33.4M	+$1.31M	1	1.95%	Increased
352	AGA Altrinsic Global Advisors Stamford, Connecticut	$33.4M	+$909K	1	1.32%	Increased
353	OCAM Owl Creek Asset Management New York	$33.1M	+$32.2M	1	1.01%	New
354	HA Heartland Advisors Milwaukee, Wisconsin	$33.1M	-$2.47M	3	2.18%	Reduced
355	Employees Retirement System of Texas Austin, Texas	$33M	+$5.53M	10	0.45%	Increased
356	Marshall Wace North America New York	$33M	-$53.9M	2	0.19%	Reduced
357	ProShare Advisors Bethesda, Maryland	$32.2M	-$2.4M	9	0.22%	Reduced
358	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$32.2M	-$11.4M	1	3.78%	Reduced
359	Nomura Holdings Tokyo, Japan	$32M	-$26.9M	7	0.1%	Reduced
360	Pzena Investment Management New York	$31.8M	+$201K	3	0.16%	Increased
361	Scout Investments Kansas City, Missouri	$31.6M	-$1.11M	1	0.72%	Reduced
362	TCW Group Los Angeles, California	$30.6M	+$4.02M	3	0.25%	Increased
363	Cambridge Investment Research Advisors Fairfield, Iowa	$30.5M	-$1.41M	14	0.32%	Reduced
364	OCM Osterweis Capital Management San Francisco, California	$30.3M	-$1.09M	1	1.96%	Reduced
365	SCM Symons Capital Management Pittsburgh, Pennsylvania	$30.1M	-$5.61M	3	10.29%	Reduced
366	CP Cumberland Partners Toronto, Ontario, Canada	$30M	+$23M	2	3.02%	Increased
367	Mutual of America Capital Management New York	$29.9M	+$423K	8	0.45%	Increased
368	Westwood Holdings Group Dallas, Texas	$28.8M	-$32.5M	2	0.24%	Reduced
369	MLICM Metropolitan Life Insurance Company (MetLife) New York	$28.2M	-$2.02M	11	0.46%	Reduced
370	Fort Washington Investment Advisors Cincinnati, Ohio	$27.9M	+$304K	5	0.28%	Increased
371	Huntington National Bank Columbus, Ohio	$27.9M	-$2.63M	10	0.46%	Reduced
372	TCTC Holdings Dallas, Texas	$27.8M	-$1.93M	4	1.35%	Reduced
373	Jane Street New York	$27.7M	+$13.5M	15	0.07%	Increased
374	LC LNZ Capital New York	$27.6M	+$26.9M	4	25.83%	New
375	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$27.6M	-$11.8M	8	0.85%	Reduced