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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	O'Shaughnessy Asset Management Stamford, Connecticut	$78.7M	+$2.18M	16	0.7%	Increased
402	ACM Azarias Capital Management Berwyn, Pennsylvania	$78.4M	+$6.1M	6	34.86%	Increased
403	FIG Fortress Investment Group New York	$78.3M	+$61.9M	1	17.61%	New
404	J.V. Bruni & Co Colorado Springs, Colorado	$78.2M	-$1.3M	1	8.71%	Reduced
405	MPM MBB Public Markets Chicago, Illinois	$77.4M	-$5.06M	10	4.33%	Reduced
406	Copeland Capital Management Conshohocken, Pennsylvania	$77.4M	+$581K	2	1.35%	Increased
407	Marsico Capital Management Denver, Colorado	$76.9M	-$49.9M	1	2.15%	Reduced
408	Temasek Holdings Singapore	$76.8M	+$9.8M	5	0.31%	Increased
409	Cresset Asset Management Chicago, Illinois	$76.5M	+$3.27M	17	0.29%	Increased
410	Sequoia Financial Advisors Akron, Ohio	$76.2M	+$43.4M	20	0.82%	Increased
411	Madison Asset Management Madison, Wisconsin	$75.6M	-$2.9M	3	0.85%	Reduced
412	New York Life Investment Management New York	$75.6M	+$1.3M	10	0.74%	Increased
413	Causeway Capital Management Los Angeles, California	$75.4M	-$7.71M	1	1.85%	Reduced
414	State of Alaska Department of Revenue Juneau, Alaska	$75.3M	-$254K	12	0.8%	Reduced
415	Trexquant Investment Stamford, Connecticut	$75M	+$48.2M	8	0.95%	Increased
416	William Blair & Company Chicago, Illinois	$74.6M	+$12.8M	14	0.22%	Increased
417	AE Wealth Management Topeka, Kansas	$74M	+$2.57M	7	0.67%	Increased
418	BG Bollard Group Boston, Massachusetts	$73.3M	-$5.45M	6	1.95%	Reduced
419	Walleye Trading New York	$72.2M	-$14.9M	9	0.15%	Reduced
420	Welch Group Birmingham, Alabama	$71.7M	-$346K	3	3.12%	Reduced
421	Rafferty Asset Management New York	$71.7M	+$1.83M	13	0.25%	Increased
422	Nisa Investment Advisors St. Louis, Missouri	$71.4M	-$1.38M	23	0.42%	Reduced
423	CCM Carronade Capital Management Darien, Connecticut	$71.3M	+$56.4M	1	4.7%	New
424	Kestra Advisory Services Austin, Texas	$70.5M	-$1.07M	24	0.39%	Reduced
425	Sirios Capital Management Boston, Massachusetts	$69.6M	+$15.5M	2	12.31%	Increased