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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
501	HI Honeywell International Charlotte, North Carolina	$11.3M	$0	1	0.38%	Maintained
502	Ancora Advisors Cleveland, Ohio	$11.2M	+$3.32M	8	0.82%	Increased
503	Menora Mivtachim Holdings Ramat Gan, Israel	$11.1M	+$10.7M	2	0.57%	Increased
504	EARNEST Partners Atlanta, Georgia	$11.1M	-$3.01M	5	0.12%	Reduced
505	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.1M	+$170K	5	1.01%	Increased
506	Orbis Allan Gray Hamilton, Bermuda	$11M	-$164K	1	0.08%	Reduced
507	Swiss Life Asset Management Zurich,	$10.9M	-$56K	6	0.37%	Reduced
508	PHAM Pacific Heights Asset Management San Francisco, California	$10.9M	-$1.3M	2	1.03%	Reduced
509	DCM Dupont Capital Management Wilmington, Delaware	$10.9M	-$4.54M	4	0.24%	Reduced
510	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.9M	+$68K	8	0.2%	Increased
511	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$10.8M	+$2.15M	8	0.53%	Increased
512	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$10.8M	-$1.68M	4	1.42%	Reduced
513	SW SVB Wealth Boston, Massachusetts	$10.7M	+$1.09M	5	0.44%	Increased
514	Hillhouse Investment Management Grand Cayman, Cayman Islands	$10.7M	$0	1	0.24%	Maintained
515	NIMI Natixis Investment Managers International Paris, France	$10.7M	+$2.34M	7	1.01%	Increased
516	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$10.7M	-$1.23M	3	1.55%	Reduced
517	Banque Pictet & Cie Geneva 73, Switzerland	$10.6M	+$9.32M	3	0.27%	Increased
518	Voloridge Investment Management Jupiter, Florida	$10.6M	+$9.28M	4	0.23%	Increased
519	IC InterOcean Capital Chicago, Illinois	$10.6M	+$1.24M	1	2.26%	Increased
520	TIAAOA Teachers Insurance & Annuity Association of America New York	$10.6M	$0	1	0.36%	Maintained
521	CA Callahan Advisors Houston, Texas	$10.6M	-$423K	2	2.55%	Reduced
522	MSI Financial Services Springfield, Massachusetts	$10.5M	+$1.14M	15	0.34%	Increased
523	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$10.5M	+$79.1K	6	1.17%	Increased
524	First National Trust Hermitage, Pennsylvania	$10.5M	-$189K	3	1.48%	Reduced
525	Copeland Capital Management Conshohocken, Pennsylvania	$10.5M	+$10.3M	1	0.68%	New