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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
451	ECAM East Coast Asset Management Essex, Massachusetts	$23.3M	-$107K	1	6.54%	Reduced
452	Employees Retirement System of Texas Austin, Texas	$23.2M	-$3.26M	5	0.36%	Reduced
453	HP Hound Partners New York	$23.2M	-$57M	1	1.47%	Reduced
454	MIM Manitou Investment Management Toronto, Ontario, Canada	$23.1M	-$576K	1	5.59%	Reduced
455	Nissay Asset Management Tokyo, Japan	$23M	+$772K	7	0.56%	Increased
456	VWM Valley Wealth Managers Paramus, New Jersey	$22.5M	+$8.49M	4	2.39%	Increased
457	Sterling Capital Management Charlotte, North Carolina	$22.3M	+$7.67M	5	0.21%	Increased
458	Ancora Advisors Cleveland, Ohio	$22.3M	+$742K	6	0.97%	Increased
459	IFM Investors Melbourne, Australia	$22.2M	+$7.48M	7	0.82%	Increased
460	Bridgeway Capital Management Houston, Texas	$22.2M	+$19.7M	2	0.31%	Increased
461	KCM Kanawha Capital Management Richmond, Virginia	$22M	+$322K	3	2.86%	Increased
462	TIA Tandem Investment Advisors Charleston, South Carolina	$21.7M	+$824K	1	3.94%	Increased
463	MBA Maple-Brown Abbott Barangaroo, Australia	$21.7M	-$6.73M	1	1.71%	Reduced
464	Letko, Brosseau & Associates Montreal, Quebec, Canada	$21.5M	+$2.2M	1	0.22%	Increased
465	Private Management Group Irvine, California	$21.4M	-$1.96M	1	1.14%	Reduced
466	Independent Advisor Alliance Charlotte, North Carolina	$21.3M	+$1.19M	4	2.6%	Increased
467	NEAM New England Asset Management Farmington, Connecticut	$21.2M	+$26.3K	5	0.39%	Increased
468	WIC Willis Investment Counsel Gainesville, Georgia	$21.1M	+$2.13M	2	1.41%	Increased
469	Empyrean Capital Partners Los Angeles, California	$21.1M	-$23.5M	2	1.1%	Reduced
470	Daiwa Securities Group Tokyo, Japan	$21M	+$3.51M	8	0.18%	Increased
471	6M 6 Meridian Wichita, Kansas	$20.8M	+$16.8M	3	2.04%	Increased
472	Voloridge Investment Management Jupiter, Florida	$20.8M	-$16.6M	5	0.36%	Reduced
473	Churchill Management Los Angeles, California	$20.8M	+$2.97M	2	0.53%	Increased
474	TAM Tiverton Asset Management Wilimington, Delaware	$20.7M	+$1.4M	7	0.72%	Increased
475	WorldQuant Millennium Advisors New York	$20.6M	+$2.75M	6	0.4%	Increased