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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	Antipodes Partners Royal Exchange, Australia	$27.7M	+$14.1M	1	1.62%	Increased
377	TU TDAM USA Toronto, Ontario, Canada	$27.4M	-$190K	3	1.57%	Reduced
378	TC Towle & Co Denver, Colorado	$26.9M	+$299K	1	2.65%	Increased
379	Amalgamated Bank New York	$26.9M	+$2.27M	11	0.73%	Increased
380	Stephens Inc Little Rock, Arkansas	$26.8M	-$1.33M	6	1%	Reduced
381	Highbridge Capital Management New York	$26.7M	+$6.84M	6	0.48%	Increased
382	Edmond de Rothschild Holding Chambesy, Switzerland	$26.2M	-$728K	7	0.75%	Reduced
383	Private Management Group Irvine, California	$26.1M	-$563K	1	1.34%	Reduced
384	Jane Street New York	$26M	+$21.7M	13	0.07%	Increased
385	HCM Huber Capital Management El Segundo, California	$25.7M	-$964K	3	1.4%	Reduced
386	Creative Planning Overland Park, Kansas	$25.3M	+$1.73M	10	0.11%	Increased
387	Banco Santander Madrid, Spain	$25.3M	-$100M	3	0.36%	Reduced
388	JIR James Investment Research Alpha, Ohio	$25.1M	-$14.5M	4	0.86%	Reduced
389	SCM Stevens Capital Management Radnor, Pennsylvania	$24.9M	+$911K	6	0.97%	Increased
390	BNP Paribas Asset Management Paris, France	$24.7M	+$2.33M	8	0.21%	Increased
391	DF Donoghue Forlines Boston, Massachusetts	$24.7M	-$7.94M	4	1.87%	Reduced
392	Advisor Group Phoenix, Arizona	$24.6M	+$1.72M	19	0.33%	Increased
393	Orbis Allan Gray Hamilton, Bermuda	$24.5M	$0	1	0.14%	Maintained
394	Meag Munich Ergo Munich, Germany	$24.4M	-$287K	8	0.94%	Reduced
395	ST Sabal Trust St. Petersburg, Florida	$24.2M	+$737K	3	2.47%	Increased
396	Winton Group London, United Kingdom	$24.2M	+$375K	7	0.7%	Increased
397	BOK Financial Tulsa, Oklahoma	$24M	+$3.85M	9	0.66%	Increased
398	SAM Securian Asset Management St Paul, Minnesota	$24M	+$599K	8	0.59%	Increased
399	Seizert Capital Partners Birmingham, Michigan	$24M	-$657K	1	0.86%	Reduced
400	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.9M	-$2.89M	1	1.89%	Reduced