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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
401	GS GAM Systematic Cambridge, United Kingdom	$16.8M	+$2.89M	7	2.32%	Increased
402	PCM Pennant Capital Management Summit, New Jersey	$16.7M	-$3.58M	1	0.31%	Reduced
403	NEAM New England Asset Management Farmington, Connecticut	$16.6M	+$1.71M	6	0.41%	Increased
404	Livforsakringsbolaget Skandia Stockholm, Sweden	$16.6M	-$383K	7	0.81%	Reduced
405	IMOV Investment Management of Virginia Richmond, Virginia	$16.5M	+$155K	4	3.76%	Increased
406	EARNEST Partners Atlanta, Georgia	$16.5M	-$91.8K	1	0.14%	Reduced
407	O'Shaughnessy Asset Management Stamford, Connecticut	$16.5M	+$15.1M	8	0.32%	Increased
408	BUB BBVA USA Bancshares Houston, Texas	$16.5M	+$9.51M	3	0.74%	Increased
409	Cambridge Investment Research Advisors Fairfield, Iowa	$16.3M	-$1.75M	9	0.46%	Reduced
410	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$16.3M	-$841K	2	2.46%	Reduced
411	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$16.3M	-$104K	4	1.33%	Reduced
412	MPM Meritage Portfolio Management Overland Park, Kansas	$16.3M	+$652K	3	1.63%	Increased
413	VanEck Associates New York	$16.2M	-$2.6M	10	0.09%	Reduced
414	Brown Advisory Baltimore, Maryland	$16.1M	-$1.99M	6	0.05%	Reduced
415	FCI Financial Counselors Inc Overland Park, Kansas	$16.1M	+$775K	4	1%	Increased
416	IEFM IQ EQ Fund Management Dublin 2, Ireland	$16.1M	+$232K	2	2.15%	Increased
417	Voloridge Investment Management Jupiter, Florida	$16M	+$17.1M	3	0.78%	New
418	Highbridge Capital Management New York	$16M	-$77.5M	6	0.22%	Reduced
419	EA Ecofin Advisors London, United Kingdom	$15.9M	-$4.17M	1	2.29%	Reduced
420	BFS Baskin Financial Services Toronto, Ontario, Canada	$15.9M	+$420K	1	5.32%	Increased
421	AEGON Asset Management (UK) Edinburgh, United Kingdom	$15.8M	+$16M	3	0.42%	New
422	Welch Group Birmingham, Alabama	$15.7M	+$261K	2	2.89%	Increased
423	OIM Opus Investment Management Worcester, Massachusetts	$15.7M	-$1.06M	5	2.76%	Reduced
424	KCM Kanawha Capital Management Richmond, Virginia	$15.6M	+$1.12M	2	2.74%	Increased
425	ICP Indus Capital Partners New York	$15.6M	+$15.1M	1	3.08%	New