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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	RCM Riverhead Capital Management Wilmington, Delaware	$32.6M	+$606K	10	1.2%	Increased
377	South Dakota Investment Council Sioux Falls, South Dakota	$32.5M	+$6.46M	5	0.64%	Increased
378	Kayne Anderson Capital Advisors Los Angeles, California	$32.4M	+$5.49M	2	0.52%	Increased
379	MSA Mason Street Advisors Milwaukee, Wisconsin	$32.3M	-$1.47M	6	0.64%	Reduced
380	Stephens Inc Little Rock, Arkansas	$32.2M	+$1.02M	10	0.71%	Increased
381	Ariel Investments Chicago, Illinois	$31.8M	-$15M	1	0.42%	Reduced
382	United Capital Financial Advisors Irving, Texas	$31.5M	-$554K	6	0.22%	Reduced
383	AG Aravt Global New York	$31.4M	-$1.42M	1	6.18%	Reduced
384	HA Heartland Advisors Milwaukee, Wisconsin	$31.3M	-$5.1M	2	2.39%	Reduced
385	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$31M	+$2.43M	7	0.37%	Increased
386	DZ Bank Frankfurt Am Main, Germany	$31M	-$65.5M	5	0.09%	Reduced
387	Waratah Capital Advisors Toronto, Ontario, Canada	$30.8M	+$16.6M	1	3.47%	Increased
388	Manning & Napier Group Fairport, New York	$30.7M	+$3.56M	2	0.34%	Increased
389	Soros Fund Management New York	$30.6M	+$18.7M	2	0.85%	Increased
390	Norinchukin Bank Tokyo, Japan	$30.5M	+$1.07M	5	0.43%	Increased
391	Jupiter Asset Management London, United Kingdom	$30.4M	-$986K	1	0.99%	Reduced
392	DnB Asset Management Oslo, Norway	$30.4M	+$2.95M	6	0.34%	Increased
393	NN Investment Partners Holdings The Hague, Netherlands	$30.4M	+$18M	7	0.24%	Increased
394	ESBC E.S. Barr & Co Lexington, Kentucky	$30.3M	-$357K	1	3%	Reduced
395	Sachem Head Capital Management New York	$30M	-$7.56M	1	2.35%	Reduced
396	JP Morgan Private Wealth Advisors San Francisco, California	$30M	+$6.42M	11	0.16%	Increased
397	TIAA FSB Jacksonville, Florida	$29.9M	+$650K	4	0.16%	Increased
398	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$29.8M	-$12.4K	2	3.23%	Reduced
399	Huntington National Bank Columbus, Ohio	$29.5M	-$622K	12	0.48%	Reduced
400	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$29.4M	-$66.7K	4	3.93%	Reduced