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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	JP Morgan Private Wealth Advisors San Francisco, California	$32.8M	+$1.71M	11	0.15%	Increased
377	NTCM Nut Tree Capital Management New York	$32.6M	+$8.57M	1	14.85%	Increased
378	BFS Baskin Financial Services Toronto, Ontario, Canada	$31.8M	+$8.93K	1	4.67%	Increased
379	ESBC E.S. Barr & Co Lexington, Kentucky	$31.8M	-$683K	1	3.06%	Reduced
380	Ariel Investments Chicago, Illinois	$31.2M	-$219K	1	0.39%	Reduced
381	SFG Sather Financial Group Victoria, Texas	$31.1M	+$1.01M	1	4.88%	Increased
382	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$31.1M	+$3.76M	3	1.47%	Increased
383	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$30.7M	$0	7	0.34%	Maintained
384	WorldQuant Millennium Advisors New York	$30.6M	+$9.31M	6	0.59%	Increased
385	CC Cipher Capital New York	$30.6M	+$16.3M	7	2.17%	Increased
386	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$30.1M	-$760K	1	0.95%	Reduced
387	Commerce Bank Kansas City, Missouri	$30M	+$3.85M	9	0.29%	Increased
388	TIAA FSB Jacksonville, Florida	$30M	-$370K	4	0.14%	Reduced
389	M&G Investment Management London, United Kingdom	$29.9M	+$29M	3	0.26%	New
390	Pzena Investment Management New York	$29.7M	-$15.2M	1	0.14%	Reduced
391	Wolverine Trading Chicago, Illinois	$29.7M	+$23M	12	0.07%	Increased
392	Oppenheimer & Co New York	$29.3M	-$29.4K	5	0.73%	Reduced
393	Första AP-fonden Stockholm, Sweden	$29.2M	-$36.9M	5	1.45%	Reduced
394	William Blair & Company Chicago, Illinois	$28.8M	+$1.42M	9	0.15%	Increased
395	BNP Paribas Asset Management Paris, France	$28.7M	+$2.27M	5	0.2%	Increased
396	CQS Credential Qtrade Securities Vancouver,	$28.5M	+$2.53M	3	3.87%	Increased
397	Mawer Investment Management Calgary, Alberta, Canada	$28.5M	-$447K	1	0.23%	Reduced
398	Norinchukin Bank Tokyo, Japan	$28.5M	-$2.32M	5	0.37%	Reduced
399	S Seeyond Paris, France	$28.2M	+$1.42M	7	2.96%	Increased
400	Lord, Abbett & Co Jersey City, New Jersey	$28.1M	-$55.4M	1	0.09%	Reduced