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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	Freestone Capital Holdings Seattle, Washington	$16.3M	-$876K	2	2.59%	Reduced
402	Livforsakringsbolaget Skandia Stockholm, Sweden	$16M	+$594K	7	0.78%	Increased
403	BFS Baskin Financial Services Toronto, Ontario, Canada	$16M	+$392K	1	5%	Increased
404	Cambridge Investment Research Advisors Fairfield, Iowa	$16M	+$663K	9	0.44%	Increased
405	BUB BBVA USA Bancshares Houston, Texas	$15.9M	+$339K	2	0.89%	Increased
406	FCI Financial Counselors Inc Overland Park, Kansas	$15.9M	+$882K	4	1.01%	Increased
407	PHAM Pacific Heights Asset Management San Francisco, California	$15.9M	-$1.44M	2	1.06%	Reduced
408	Scout Investments Kansas City, Missouri	$15.8M	+$15.8M	1	0.29%	New
409	Acadian Asset Management Boston, Massachusetts	$15.7M	-$36M	5	0.08%	Reduced
410	CCM Cadence Capital Management Boston, Massachusetts	$15.7M	+$7.88M	6	0.87%	Increased
411	Welch Group Birmingham, Alabama	$15.6M	+$776K	2	2.96%	Increased
412	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.6M	-$1.56M	7	0.76%	Reduced
413	Huntington National Bank Columbus, Ohio	$15.4M	-$580K	11	0.37%	Reduced
414	ECP Electron Capital Partners New York	$15.4M	-$9.03M	2	8.18%	Reduced
415	GS GAM Systematic Cambridge, United Kingdom	$15.3M	-$130K	5	1.94%	Reduced
416	VanEck Associates New York	$15.2M	-$33.1K	11	0.09%	Reduced
417	EA Ecofin Advisors London, United Kingdom	$15M	$0	1	2.42%	Maintained
418	CIC Cornercap Investment Counsel Atlanta, Georgia	$15M	+$3.9M	3	2.69%	Increased
419	MPM Meritage Portfolio Management Overland Park, Kansas	$14.9M	-$93.9K	3	1.56%	Reduced
420	Intact Investment Management Montreal, Quebec, Canada	$14.8M	-$5.18M	2	0.61%	Reduced
421	ARTA A.R.T. Advisors New York	$14.8M	+$518K	5	0.5%	Increased
422	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$14.8M	+$2.33M	7	0.47%	Increased
423	KCM Kanawha Capital Management Richmond, Virginia	$14.7M	-$17.5K	2	2.6%	Reduced
424	Hillhouse Investment Management Grand Cayman, Cayman Islands	$14.6M	$0	1	0.23%	Maintained
425	PR Payden & Rygel Los Angeles, California	$14.6M	+$3.17M	6	1.93%	Increased