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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	Mutual of America Capital Management New York	$31.6M	+$929K	8	0.46%	Increased
377	Scout Investments Kansas City, Missouri	$31.4M	+$974K	1	0.64%	Increased
378	Welch Group Birmingham, Alabama	$31.2M	+$518K	3	3.44%	Increased
379	JCI Jet Capital Investors New York	$31.1M	+$26.2M	1	6.36%	Increased
380	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$31.1M	+$5.16M	6	0.89%	Increased
381	FCIM Fairview Capital Investment Management Greenbrae, California	$31.1M	+$22.5M	1	1.66%	Increased
382	Advisor Group Phoenix, Arizona	$30.8M	+$3.77M	20	0.25%	Increased
383	CIM Castleton Investment Management Stamford, Connecticut	$30.7M	+$3.97M	3	10.47%	Increased
384	Ancora Advisors Cleveland, Ohio	$30.6M	-$7.27M	6	1.39%	Reduced
385	ECAU Everett Capital Advisors (UK) London, United Kingdom	$30.4M	-$19.2M	2	3.02%	Reduced
386	FC Finepoint Capital Boston, Massachusetts	$30.3M	+$27.5M	1	13.92%	New
387	SIC Schwartz Investment Counsel Plymouth, Michigan	$30.1M	$0	1	1.61%	Maintained
388	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$29.7M	-$150K	6	0.27%	Reduced
389	IC InterOcean Capital Chicago, Illinois	$29.6M	+$418K	1	2.76%	Increased
390	NTCM Nut Tree Capital Management New York	$29.4M	+$18.6M	1	22.55%	Increased
391	DP DSAM Partners London, United Kingdom	$29.3M	+$26.5M	1	4.23%	Increased
392	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$29.3M	-$255K	1	0.7%	Reduced
393	Employees Retirement System of Texas Austin, Texas	$29.2M	+$815K	8	0.44%	Increased
394	AG Aravt Global New York	$28.9M	-$6.11M	1	4.58%	Reduced
395	Amalgamated Bank New York	$28.8M	+$1.67M	12	0.7%	Increased
396	Swiss Life Asset Management Zurich,	$28.7M	-$46.3M	5	0.36%	Reduced
397	CCM Contrarian Capital Management Greenwich, Connecticut	$28.6M	$0	1	2.54%	Maintained
398	PineBridge Investments New York	$28.5M	-$5.78M	2	0.58%	Reduced
399	BG Bollard Group Boston, Massachusetts	$28.3M	+$2.08M	5	1.07%	Increased
400	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$28.3M	+$25.7M	1	0.56%	New