← All themes

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	AGF Investments Inc Toronto, Ontario, Canada	$33.1M	-$9.6M	3	0.4%	Reduced
377	Jacobs Levy Equity Management Florham Park, New Jersey	$33M	-$3.99M	4	0.46%	Reduced
378	Advisor Group Phoenix, Arizona	$32.9M	+$847K	20	0.25%	Increased
379	Welch Group Birmingham, Alabama	$32.8M	-$531K	3	3.5%	Reduced
380	South Dakota Investment Council Sioux Falls, South Dakota	$32.5M	-$389K	4	0.68%	Reduced
381	Scout Investments Kansas City, Missouri	$32.5M	-$503K	1	0.63%	Reduced
382	SC Sasco Capital Fairfield, Connecticut	$32.3M	-$16.4M	1	3.07%	Reduced
383	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$32M	-$775K	1	0.88%	Reduced
384	IC InterOcean Capital Chicago, Illinois	$31.9M	+$213K	1	2.88%	Increased
385	Copeland Capital Management Conshohocken, Pennsylvania	$31.9M	+$2.18M	1	1.77%	Increased
386	HA Heartland Advisors Milwaukee, Wisconsin	$31.8M	-$55K	3	2.33%	Reduced
387	MCM Moerus Capital Management New York	$31.4M	-$4.83M	2	9.74%	Reduced
388	MSA Mason Street Advisors Milwaukee, Wisconsin	$31M	+$2.58M	7	0.65%	Increased
389	MLICM Metropolitan Life Insurance Company (MetLife) New York	$30.9M	+$2.5M	12	0.52%	Increased
390	Manning & Napier Group Fairport, New York	$30.5M	+$10.8M	2	0.33%	Increased
391	Andra AP-fonden Goteborg, Sweden	$29.8M	-$4.61M	6	0.86%	Reduced
392	AG Aravt Global New York	$29.6M	$0	1	4.63%	Maintained
393	RCM Riverhead Capital Management Wilmington, Delaware	$29.6M	+$4.11M	10	1.09%	Increased
394	Stephens Inc Little Rock, Arkansas	$29.3M	+$398K	8	0.66%	Increased
395	United Capital Financial Advisors Irving, Texas	$29.1M	+$381K	6	0.19%	Increased
396	Huntington National Bank Columbus, Ohio	$28.3M	+$200K	12	0.46%	Increased
397	Group One Trading Chicago, Illinois	$28.3M	-$994K	8	0.26%	Reduced
398	Reinhart Partners Mequon, Wisconsin	$28M	-$5.88M	1	2.47%	Reduced
399	GAMA Graticule Asia Macro Advisors New York	$27.9M	+$9M	1	1.5%	Increased
400	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$27.8M	+$309K	4	3.67%	Increased