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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	$27.8M	-$830K	1	0.12%	Reduced
377	JIR James Investment Research Alpha, Ohio	$27.4M	+$3.18M	4	1.03%	Increased
378	Magnetar Financial Evanston, Illinois	$26.9M	+$24.2M	4	0.46%	Increased
379	Stephens Inc Little Rock, Arkansas	$26.8M	+$2.38M	6	1%	Increased
380	Fort Washington Investment Advisors Cincinnati, Ohio	$26.7M	+$7.99M	5	0.28%	Increased
381	MSA Mason Street Advisors Milwaukee, Wisconsin	$26.4M	+$179K	8	0.6%	Increased
382	Crossmark Global Holdings Houston, Texas	$26.4M	-$2.87M	11	0.68%	Reduced
383	CC Covalis Capital London, United Kingdom	$26.3M	+$3.37M	4	19.15%	Increased
384	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$26.2M	-$1.78M	5	0.16%	Reduced
385	SRC Shufro Rose & Co New York	$26.2M	+$27.6M	2	2.58%	Increased
386	Aristotle Capital Management Los Angeles, California	$26.1M	+$6.83M	2	0.18%	Increased
387	Baird Financial Group Milwaukee, Wisconsin	$25.9M	+$353K	8	0.18%	Increased
388	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$25.9M	+$11.5M	1	0.61%	Increased
389	Envestnet Asset Management Chicago, Illinois	$25.8M	-$7.48M	15	0.07%	Reduced
390	ExxonMobil Investment Management Irving, Texas	$25.7M	-$869K	7	0.74%	Reduced
391	CI Investments Inc Toronto, Ontario, Canada	$25.5M	-$77.9M	1	0.29%	Reduced
392	Amalgamated Bank New York	$25.2M	-$204K	11	0.67%	Reduced
393	AIM Assured Investment Management New York	$25.2M	+$7.17M	6	0.58%	Increased
394	Mitsubishi UFJ Asset Management Tokyo, Japan	$25M	-$2.21M	8	0.58%	Reduced
395	TU TDAM USA Toronto, Ontario, Canada	$24.8M	+$515K	4	1.5%	Increased
396	HCM Huber Capital Management El Segundo, California	$24M	-$1.51M	3	1.41%	Reduced
397	RCM Riverhead Capital Management Wilmington, Delaware	$24M	+$2.35M	12	1.01%	Increased
398	GAM Goldentree Asset Management New York	$23.9M	-$12.8M	1	4.18%	Reduced
399	Welch Group Birmingham, Alabama	$23.8M	+$6.4M	2	3.01%	Increased
400	DnB Asset Management Oslo, Norway	$23.7M	+$2.01M	7	0.28%	Increased