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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	Livforsakringsbolaget Skandia Stockholm, Sweden	$11.6M	-$6.85M	7	1.09%	Reduced
502	Fayez Sarofim & Co Houston, Texas	$11.4M	-$15.3K	2	0.06%	Reduced
503	EIA Edgemoor Investment Advisors Bethesda, Maryland	$11.4M	-$136K	2	1.62%	Reduced
504	HI Honeywell International Charlotte, North Carolina	$11.4M	$0	1	0.37%	Maintained
505	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$11.4M	-$3.14M	8	0.45%	Reduced
506	CA Callahan Advisors Houston, Texas	$11.4M	-$51.1K	2	2.56%	Reduced
507	Hillhouse Investment Management Grand Cayman, Cayman Islands	$11.4M	$0	1	0.22%	Maintained
508	PHAM Pacific Heights Asset Management San Francisco, California	$11.2M	$0	2	1.07%	Maintained
509	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$11.2M	+$10.9M	4	1.24%	New
510	RegentAtlantic Capital Morristown, New Jersey	$11.1M	-$1.78M	6	1.03%	Reduced
511	Capstone Investment Advisors New York	$11.1M	+$5.97M	5	0.28%	Increased
512	Jane Street New York	$11.1M	+$5.34M	12	0.05%	Increased
513	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$11.1M	+$1.59M	4	2.17%	Increased
514	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11M	-$192K	5	0.98%	Reduced
515	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$11M	-$37.5K	3	1.63%	Reduced
516	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$11M	+$74.9K	8	0.52%	Increased
517	AFIA America First Investment Advisors Omaha, Nebraska	$11M	+$174K	1	4.12%	Increased
518	DCM Dupont Capital Management Wilmington, Delaware	$10.9M	-$84.9K	4	0.24%	Reduced
519	EARNEST Partners Atlanta, Georgia	$10.8M	-$381K	1	0.12%	Reduced
520	Meyer Handelman Company Rye Brook, New York	$10.7M	+$222K	2	0.46%	Increased
521	TIAAOA Teachers Insurance & Annuity Association of America New York	$10.7M	$0	1	0.47%	Maintained
522	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$10.7M	-$97K	6	1.14%	Reduced
523	AHL Partners London, United Kingdom	$10.7M	-$7.38M	5	0.24%	Reduced
524	Kennedy Capital Management St Louis, Missouri	$10.6M	-$7.14M	1	0.19%	Reduced
525	SSB Sandy Spring Bank Olney, Maryland	$10.4M	-$269K	8	1.03%	Reduced