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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$45.3M	+$14.5M	10	0.69%	Increased
352	Utah Retirement Systems Salt Lake City, Utah	$45.2M	-$1.07M	10	0.72%	Reduced
353	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$45M	+$1.84M	1	3.21%	Increased
354	NSCM New South Capital Management Memphis, Tennessee	$44M	-$704K	1	2.01%	Reduced
355	HRT Financial New York	$43.6M	+$33.6M	9	0.48%	Increased
356	Eventide Asset Management Boston, Massachusetts	$43M	$0	1	0.92%	Maintained
357	United Capital Financial Advisors Irving, Texas	$42.9M	+$1.96M	6	0.24%	Increased
358	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$42.8M	+$580K	1	3.06%	Increased
359	Locust Wood Capital Advisers New York	$42M	+$19.5M	2	2.6%	Increased
360	HIM HughesLittle Investment Management Vancouver,	$41.7M	-$1.99M	1	12.24%	Reduced
361	Gateway Investment Advisers Cincinnati, Ohio	$41.6M	+$9M	5	0.47%	Increased
362	Beck Mack & Oliver New York	$41.5M	-$1.32M	4	1.25%	Reduced
363	BFS Baskin Financial Services Toronto, Ontario, Canada	$41.3M	-$120K	2	4.48%	Reduced
364	Credit Agricole Montrouge Cedex, France	$41.3M	-$15.1M	4	1.01%	Reduced
365	State of Alaska Department of Revenue Juneau, Alaska	$41.2M	+$4.7M	9	0.5%	Increased
366	ING Group Amsterdam, Netherlands	$41M	+$21.3M	6	0.47%	Increased
367	LM Lincluden Management Mississauga, Ontario, Canada	$40.2M	+$6.43M	1	4.4%	Increased
368	First Horizon Advisors Memphis, Tennessee	$39.8M	+$26M	13	1.42%	Increased
369	KS Karpas Strategies Litchfield, Connecticut	$39.8M	+$7.4M	2	13.92%	Increased
370	Smith Salley Wealth Management Greensboro, North Carolina	$39M	+$1.46M	2	3.37%	Increased
371	Mutual of America Capital Management New York	$39M	+$18.7K	7	0.5%	Increased
372	WBC Westpac Banking Corp Sydney, Australia	$38.9M	+$1.27M	9	0.51%	Increased
373	GLCM Greenlea Lane Capital Management Weston, Connecticut	$38.8M	-$3.55M	1	15.45%	Reduced
374	Tiger Global Management New York	$38.6M	$0	1	0.32%	Maintained
375	LI Leeward Investments Boston, Massachusetts	$38.6M	+$3.45M	2	1.76%	Increased