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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
426	Cincinnati Financial Corp Fairfield, Ohio	$55.7M	$0	1	1.2%	Maintained
427	Waratah Capital Advisors Toronto, Ontario, Canada	$55.7M	-$68.5M	4	2.04%	Reduced
428	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$55.7M	+$51.4M	1	2.3%	New
429	First Horizon Advisors Memphis, Tennessee	$55.5M	-$472K	16	1.69%	Reduced
430	Daiwa Securities Group Tokyo, Japan	$55.4M	+$17.3M	10	0.29%	Increased
431	M&T Bank Buffalo, New York	$55.2M	+$10.7M	14	0.19%	Increased
432	River Road Asset Management Louisville, Kentucky	$54.9M	-$137M	2	0.79%	Reduced
433	LM Lincluden Management Mississauga, Ontario, Canada	$54.9M	-$8.87M	2	6.67%	Reduced
434	Vaughan Nelson Investment Management Houston, Texas	$54.7M	-$10.6M	3	0.51%	Reduced
435	CCM Cinctive Capital Management New York	$54.7M	-$14.8M	6	2.6%	Reduced
436	Bowen Hanes & Co Ponte Vedra Beach, Florida	$54.1M	+$2.54M	2	1.5%	Increased
437	Pinnacle Associates New York	$53.6M	+$872K	8	0.84%	Increased
438	Capital Investment Advisors Atlanta, Georgia	$53.5M	+$360K	7	1.21%	Increased
439	Congress Asset Management Boston, Massachusetts	$53.1M	+$40.8M	2	0.38%	Increased
440	Tocqueville Asset Management New York	$53M	+$320K	5	0.87%	Increased
441	SCM Shapiro Capital Management Atlanta, Georgia	$52.4M	-$512K	1	1.59%	Reduced
442	ZWJ Investment Counsel Atlanta, Georgia	$52M	+$1.04M	4	2.28%	Increased
443	SAM Scopus Asset Management New York	$51.1M	+$36.5M	4	1.03%	Increased
444	Nippon Life Global Investors Americas New York	$50.6M	-$14.9M	3	2.23%	Reduced
445	PCP P2 Capital Partners New York	$50.5M	-$8.71M	1	5.54%	Reduced
446	PineBridge Investments New York	$50.1M	-$1.09M	3	0.4%	Reduced
447	OCAM Owl Creek Asset Management New York	$49.9M	-$26.8M	1	3.97%	Reduced
448	BAMCO Inc New York	$49.8M	-$3.71M	1	0.14%	Reduced
449	GCM Glendon Capital Management Santa Monica, California	$49.8M	-$22.6M	1	3.79%	Reduced
450	Masters Capital Management Atlanta, Georgia	$49.7M	-$815K	2	2.8%	Reduced