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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	DnB Asset Management Oslo, Norway	$23.5M	-$25.9K	7	0.28%	Reduced
402	Gotham Asset Management New York	$23.5M	+$14.9M	7	0.34%	Increased
403	Truist Financial Charlotte, North Carolina	$23.4M	-$361K	4	0.44%	Reduced
404	United Capital Financial Advisors Irving, Texas	$23.1M	-$342K	8	0.18%	Reduced
405	FCM Flinton Capital Management Philadelphia, Pennsylvania	$22.9M	+$39.9K	8	0.78%	Increased
406	BFS Baskin Financial Services Toronto, Ontario, Canada	$22.9M	+$24.3K	1	4.35%	Increased
407	Oppenheimer & Co New York	$22.9M	-$1.26M	7	0.59%	Reduced
408	CC Covalis Capital London, United Kingdom	$22.8M	+$23.4M	3	14.34%	New
409	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$22.4M	+$8.55M	2	0.13%	Increased
410	RCM Riverhead Capital Management Wilmington, Delaware	$22.2M	+$2.55M	12	0.94%	Increased
411	Jupiter Asset Management London, United Kingdom	$22.2M	+$16.5M	1	0.64%	Increased
412	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$21.9M	-$327K	3	2.87%	Reduced
413	Verition Fund Management Greenwich, Connecticut	$21.8M	-$6.78M	8	2.01%	Reduced
414	Fort Washington Investment Advisors Cincinnati, Ohio	$21.6M	+$3.95M	4	0.21%	Increased
415	Första AP-fonden Stockholm, Sweden	$21.4M	-$9.89M	5	0.78%	Reduced
416	PR Payden & Rygel Los Angeles, California	$21.4M	+$6.26M	1	1.86%	Increased
417	LCP LGT Capital Partners Pfaeffikon, Switzerland	$21.3M	-$360K	1	1.99%	Reduced
418	Aristotle Capital Management Los Angeles, California	$21.1M	-$2.6M	2	0.15%	Reduced
419	FCI Financial Counselors Inc Overland Park, Kansas	$21M	-$519K	4	0.96%	Reduced
420	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$20.8M	-$11.1M	8	0.24%	Reduced
421	Sterling Capital Management Charlotte, North Carolina	$20.8M	+$10.9M	6	0.19%	Increased
422	Natixis Paris, France	$20.8M	-$24.7M	6	0.16%	Reduced
423	BG Bollard Group Boston, Massachusetts	$20.6M	+$330K	5	0.99%	Increased
424	Nissay Asset Management Tokyo, Japan	$20.4M	+$21.5M	8	0.62%	New
425	AACA American Assets Capital Advisers San Diego, California	$20.4M	+$8.32M	1	5.17%	Increased