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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	Utah Retirement Systems Salt Lake City, Utah	$36.2M	+$175K	10	0.7%	Increased
352	Factory Mutual Insurance Waltham, Massachusetts	$36M	-$5.69M	1	0.37%	Reduced
353	M&T Bank Buffalo, New York	$36M	-$1.51M	12	0.18%	Reduced
354	HA Heartland Advisors Milwaukee, Wisconsin	$35.8M	+$2.02M	3	2.39%	Increased
355	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$35.8M	+$8.17M	1	1.09%	Increased
356	SAM Scopus Asset Management New York	$34.9M	+$32.7M	1	0.46%	New
357	SEC Seven Eight Capital New York	$34.7M	+$17.3M	7	2.11%	Increased
358	SHA Shelter Harbor Advisors Weatogue, Connecticut	$34.4M	+$13.8M	5	27.35%	Increased
359	Ladenburg Thalmann Financial Services Miami, Florida	$34.2M	-$874K	23	0.29%	Reduced
360	AG Aravt Global New York	$33.8M	+$32.4M	1	4.47%	New
361	SCM Stevens Capital Management Radnor, Pennsylvania	$33.7M	+$16.7M	7	1.23%	Increased
362	Rothschild & Co Asset Management US Stamford, Connecticut	$33.1M	-$28.5M	1	0.34%	Reduced
363	Candriam SCA Strassen, Luxembourg, Luxembourg	$32.9M	+$5.88M	8	0.44%	Increased
364	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$32.8M	-$48.3M	8	0.25%	Reduced
365	Brandywine Global Investment Management Philadelphia, Pennsylvania	$32.1M	-$1.31M	3	0.2%	Reduced
366	Pzena Investment Management New York	$32M	$0	3	0.16%	Maintained
367	South Dakota Investment Council Sioux Falls, South Dakota	$31.9M	-$6.96M	6	0.7%	Reduced
368	CP Cumberland Partners Toronto, Ontario, Canada	$31.7M	-$1M	2	3.03%	Reduced
369	OCM Osterweis Capital Management San Francisco, California	$31.7M	-$1.59M	1	2.02%	Reduced
370	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$31.3M	-$2.88M	8	0.48%	Reduced
371	Scout Investments Kansas City, Missouri	$31.3M	-$465K	1	0.65%	Reduced
372	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$31.2M	+$1.62M	1	0.6%	Increased
373	SCM Symons Capital Management Pittsburgh, Pennsylvania	$30.9M	-$1.98M	3	10.28%	Reduced
374	Mutual of America Capital Management New York	$30.8M	+$89.5K	8	0.44%	Increased
375	TCTC Holdings Dallas, Texas	$30.7M	-$107K	4	1.41%	Reduced