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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	Amalgamated Bank New York	$37.5M	+$3.35M	12	0.69%	Increased
352	Jefferies Group New York	$37.3M	-$872K	12	0.29%	Reduced
353	Loomis, Sayles & Company Boston, Massachusetts	$37M	-$16M	7	0.06%	Reduced
354	Thornburg Investment Management Santa Fe, New Mexico	$36.9M	$0	1	0.36%	Maintained
355	IC InterOcean Capital Chicago, Illinois	$36.4M	-$2.45M	1	2.83%	Reduced
356	ISSM Invesco Senior Secured Management New York	$36M	-$806K	1	6.36%	Reduced
357	Gateway Investment Advisers Cincinnati, Ohio	$35.8M	+$11.3K	5	0.35%	Increased
358	Welch Group Birmingham, Alabama	$35.8M	-$474K	3	3.52%	Reduced
359	DnB Asset Management Oslo, Norway	$35.4M	+$5.13M	6	0.35%	Increased
360	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$35.4M	-$4.06M	8	0.28%	Reduced
361	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$35.4M	+$19.8M	2	2.61%	Increased
362	Crawford Investment Counsel Atlanta, Georgia	$35.4M	+$1.87M	5	0.91%	Increased
363	NN Investment Partners Holdings The Hague, Netherlands	$35.3M	+$4.22M	7	0.24%	Increased
364	Bahl & Gaynor Cincinnati, Ohio	$35.2M	-$3.18M	4	0.24%	Reduced
365	HA Heartland Advisors Milwaukee, Wisconsin	$34.3M	-$122K	2	2.53%	Reduced
366	AG Aravt Global New York	$34.3M	+$52.4K	1	6.19%	Increased
367	WBC Westpac Banking Corp Sydney, Australia	$34.3M	+$8.84M	9	0.44%	Increased
368	TC Towle & Co Denver, Colorado	$34.2M	+$32.9M	1	3.95%	New
369	United Capital Financial Advisors Irving, Texas	$34M	+$1.5M	6	0.22%	Increased
370	KBC Group Brussels, Belgium	$33.9M	-$28.1M	10	0.21%	Reduced
371	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$33.5M	-$2.17M	2	3.3%	Reduced
372	MLICM Metropolitan Life Insurance Company (MetLife) New York	$33.3M	+$285K	10	0.53%	Increased
373	Stephens Inc Little Rock, Arkansas	$33.1M	+$223K	10	0.69%	Increased
374	MSA Mason Street Advisors Milwaukee, Wisconsin	$33M	+$1.49M	7	0.63%	Increased
375	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$32.9M	-$551K	4	4.13%	Reduced