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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	Davis Selected Advisers Tucson, Arizona	$22M	-$357K	1	0.1%	Reduced
377	MSR Main Street Research Lakeville, Connecticut	$21.8M	+$597K	3	4.51%	Increased
378	Norinchukin Bank Tokyo, Japan	$21.7M	-$3.46M	7	0.53%	Reduced
379	Verition Fund Management Greenwich, Connecticut	$21.7M	+$7.93M	6	2.77%	Increased
380	Oppenheimer & Co New York	$21.6M	-$2.39M	6	0.64%	Reduced
381	Fidelity International Hamilton, Bermuda	$21.5M	+$3.69M	4	0.07%	Increased
382	New Mexico Educational Retirement Board Santa Fe, New Mexico	$21.4M	+$1.33M	7	0.97%	Increased
383	PP Paloma Partners Greenwich, Connecticut	$21.4M	+$6.56M	12	0.24%	Increased
384	Capital Investment Advisors Atlanta, Georgia	$21.3M	+$907K	5	2%	Increased
385	ING Group Amsterdam, Netherlands	$21.2M	+$3.61M	7	0.29%	Increased
386	Baillie Gifford & Co Edinburgh, United Kingdom	$21.2M	+$4.64M	1	0.04%	Increased
387	Cambridge Investment Research Advisors Fairfield, Iowa	$21.1M	+$1.21M	10	0.45%	Increased
388	Winton Group London, United Kingdom	$20.9M	-$41.1M	1	0.34%	Reduced
389	GHA GW Henssler & Associates Kennesaw, Georgia	$20.6M	+$1.32M	3	2.38%	Increased
390	Zacks Investment Management Chicago, Illinois	$20.6M	-$2.85M	3	0.63%	Reduced
391	Jane Street New York	$20.5M	-$1.2M	10	0.1%	Reduced
392	QI Qualcomm Inc San Diego, California	$20.3M	$0	2	2.74%	Maintained
393	B BP London, United Kingdom	$20.1M	-$5.84M	4	0.8%	Reduced
394	Janus Henderson Group London,	$20.1M	-$1.67M	7	0.17%	Reduced
395	WesBanco Bank Wheeling, West Virginia	$20M	-$284K	5	1.19%	Reduced
396	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$19.8M	-$2.27M	1	2.32%	Reduced
397	JCM Janney Capital Management Pittsburgh, Pennsylvania	$19.7M	+$18.5M	1	1.04%	New
398	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$19.7M	-$37.8K	4	1.7%	Reduced
399	KCM Kanawha Capital Management Richmond, Virginia	$19.5M	-$201K	3	3.26%	Reduced
400	Caxton Associates (New York) New York	$19.5M	+$20.5M	1	0.54%	New