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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
376	Becker Capital Management Portland, Oregon	$21.2M	-$210K	1	0.87%	Reduced
377	SAM Securian Asset Management St Paul, Minnesota	$21.2M	-$317K	7	0.72%	Reduced
378	BRIM Broad Run Investment Management Arlington, Virginia	$20.9M	+$19M	1	1.5%	Increased
379	Mutual of America Capital Management New York	$20.8M	-$360K	8	0.49%	Reduced
380	OIM Opus Investment Management Worcester, Massachusetts	$20.7M	-$2.63M	6	4.09%	Reduced
381	New Mexico Educational Retirement Board Santa Fe, New Mexico	$20.7M	+$127K	7	0.85%	Increased
382	SCM Symons Capital Management Pittsburgh, Pennsylvania	$20.7M	+$10.4M	2	4.6%	Increased
383	Fidelity International Hamilton, Bermuda	$20.6M	+$16.6M	1	0.08%	Increased
384	GAI General American Investors New York	$20.6M	+$5.21M	1	1.67%	Increased
385	Two Sigma Advisers New York	$20.4M	-$9.97M	7	0.16%	Reduced
386	Gotham Asset Management New York	$20.3M	-$13.9M	2	0.25%	Reduced
387	Bradley Foster & Sargent Hartford, Connecticut	$20M	-$170K	4	0.98%	Reduced
388	Country Trust Bank Bloomington, Illinois	$20M	+$18.9M	2	1%	New
389	Huntington National Bank Columbus, Ohio	$20M	-$1.03M	5	0.39%	Reduced
390	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$19.8M	+$525K	1	0.52%	Increased
391	CAM Capstone Asset Management Houston, Texas	$19.5M	-$2.24M	11	0.62%	Reduced
392	ARTA A.R.T. Advisors New York	$19.4M	-$3.98M	7	1.01%	Reduced
393	FCI Financial Counselors Inc Overland Park, Kansas	$19.3M	-$3.59K	5	1.34%	Reduced
394	Munder Capital Management Birmingham, Michigan	$19.2M	-$219K	1	0.14%	Reduced
395	FQ First Quadrant Glendale, California	$19M	+$580K	5	0.42%	Increased
396	FMA Fiduciary Management Associates Chicago, Illinois	$18.9M	-$748K	1	1.26%	Reduced
397	Wilmington Trust National Association Wilmington, Delaware	$18.9M	+$271K	4	0.65%	Increased
398	BSPF British Steel Pension Fund London, United Kingdom	$18.7M	$0	2	1.76%	Maintained
399	BIM BRC Investment Management Greenwood Village, Colorado	$18.6M	+$645K	1	2.68%	Increased
400	GW&K Investment Management Boston, Massachusetts	$18.5M	-$6.87M	1	0.47%	Reduced