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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	Westpac Banking Corp Sydney, Australia	$37.9M	-$1.2M	9	0.41%	Reduced
352	GAMCO Investors Greenwich, Connecticut	$37.9M	+$704K	6	0.33%	Increased
353	ProShare Advisors Bethesda, Maryland	$37.7M	+$4.97M	12	0.11%	Increased
354	InterOcean Capital Group Nashville, Tennessee	$37.5M	+$716K	1	1.87%	Increased
355	MIM Manitou Investment Management Toronto, Ontario, Canada	$37.5M	+$441K	1	6.86%	Increased
356	Locust Wood Capital Advisers New York	$37.3M	+$15.7M	1	2.03%	Increased
357	State of Alaska Department of Revenue Juneau, Alaska	$36.8M	-$2.67M	7	0.37%	Reduced
358	MCM Moerus Capital Management New York	$36.6M	-$1.1M	2	16.99%	Reduced
359	LGT Capital Partners Pfaeffikon, Switzerland	$36.4M	-$1.35M	1	1.1%	Reduced
360	MIS Morningstar Investment Services Chicago, Illinois	$36.1M	+$2.54M	2	0.43%	Increased
361	AE Wealth Management Topeka, Kansas	$35.3M	+$3.28M	9	0.29%	Increased
362	Waratah Capital Advisors Toronto, Ontario, Canada	$35M	-$1.96M	4	0.53%	Reduced
363	Commerce Bank Kansas City, Missouri	$34.9M	+$845K	7	0.25%	Increased
364	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$34.8M	-$1.07M	2	3.14%	Reduced
365	Vaughan Nelson Investment Management Houston, Texas	$34.7M	+$882K	2	0.35%	Increased
366	Holocene Advisors New York	$34.6M	-$53M	9	0.19%	Reduced
367	Triasima Portfolio Management Montreal, Quebec, Canada	$34.4M	-$3.33M	1	1.84%	Reduced
368	Rockefeller Capital Management New York	$34.3M	+$7.25M	17	0.18%	Increased
369	Mawer Investment Management Calgary, Alberta, Canada	$34.3M	-$81.1K	1	0.16%	Reduced
370	Squarepoint New York	$34.2M	-$22.2M	12	0.1%	Reduced
371	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$34.1M	+$657K	5	3.54%	Increased
372	Mutual of America Capital Management New York	$34.1M	+$410K	7	0.34%	Increased
373	Gateway Investment Advisers Cincinnati, Ohio	$33.9M	+$78.3K	5	0.35%	Increased
374	Texas Permanent School Fund Austin, Texas	$33.8M	-$2.05M	7	0.42%	Reduced
375	SP Solel Partners Boston, Massachusetts	$33.7M	$0	1	6.78%	Maintained