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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	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.7M	+$99.9K	1	1.4%	Increased
352	Locust Wood Capital Advisers New York	$34.7M	+$16.5M	1	2.15%	Increased
353	Fort Washington Investment Advisors Cincinnati, Ohio	$34.4M	-$5.26K	6	0.39%	Reduced
354	Ceredex Value Advisors Orlando, Florida	$34.4M	-$43.1M	1	0.51%	Reduced
355	NIMC NWQ Investment Management Company Los Angeles, California	$34.3M	+$1.72M	3	1.15%	Increased
356	GAMCO Investors Greenwich, Connecticut	$34.3M	-$6.67M	4	0.39%	Reduced
357	PGGM Investments Zeist, Netherlands	$34.2M	$0	2	0.2%	Maintained
358	Creative Planning Overland Park, Kansas	$34M	+$930K	10	0.1%	Increased
359	SFG Sather Financial Group Victoria, Texas	$34M	+$3.06M	1	5.83%	Increased
360	Avalon Investment & Advisory Houston, Texas	$33.3M	+$15.7M	2	0.77%	Increased
361	Vaughan Nelson Investment Management Houston, Texas	$32.9M	-$1.37M	2	0.47%	Reduced
362	JGC J. Goldman & Co New York	$32.5M	+$39.9M	1	2.01%	New
363	Castle Hook Partners New York	$32.4M	+$39.8M	1	2.53%	New
364	JP Morgan Private Wealth Advisors San Francisco, California	$32.3M	+$616K	10	0.15%	Increased
365	Westfield Capital Management Boston, Massachusetts	$32M	-$3.29M	1	0.22%	Reduced
366	Welch Group Birmingham, Alabama	$31.8M	+$227K	3	2.97%	Increased
367	HIM HughesLittle Investment Management Vancouver,	$31.8M	+$4.69M	1	11.57%	Increased
368	Mutual of America Capital Management New York	$31.8M	+$142K	7	0.45%	Increased
369	AE Wealth Management Topeka, Kansas	$31.7M	+$8.81M	9	0.49%	Increased
370	ELC Edgar Lomax Company Kingstowne, Virginia	$31.3M	+$735K	1	2.51%	Increased
371	Vestcor Inc Fredericton, New Brunswick, Canada	$31.3M	-$5.26M	8	1.62%	Reduced
372	SG Americas Securities New York	$30.7M	-$12.1M	15	0.26%	Reduced
373	CQS Credential Qtrade Securities Vancouver,	$30.4M	+$2.64M	2	3.97%	Increased
374	Gotham Asset Management New York	$30.3M	+$7.89M	7	0.91%	Increased
375	Acadian Asset Management Boston, Massachusetts	$29.6M	-$4.52M	12	0.13%	Reduced