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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$14.2M	-$234K	7	0.34%	Reduced
502	BNP Paribas Asset Management Paris, France	$14M	-$8.79M	7	0.12%	Reduced
503	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13.8M	+$1.31M	12	0.82%	Increased
504	Castleark Management Chicago, Illinois	$13.8M	-$1.69M	1	0.44%	Reduced
505	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$13.7M	-$16.1M	2	2.08%	Reduced
506	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$13.7M	+$1.33M	1	1.06%	Increased
507	SC Stralem & Co New York	$13.6M	-$1.47M	1	2.7%	Reduced
508	Rockefeller Capital Management New York	$13.6M	+$14M	4	0.22%	New
509	Thompson Siegel & Walmsley Richmond, Virginia	$13.5M	+$7.34M	4	0.17%	Increased
510	MIM Monashee Investment Management Boston, Massachusetts	$13.5M	+$14.8M	1	3.72%	New
511	Meag Munich Ergo Munich, Germany	$13.4M	-$9.72M	4	0.55%	Reduced
512	Snyder Capital Management San Francisco, California	$13.4M	-$267K	1	0.66%	Reduced
513	WAM World Asset Management Detroit, Michigan	$13.4M	-$4.91M	13	0.63%	Reduced
514	First Allied Advisory Services San Diego, California	$13.3M	+$320K	9	0.51%	Increased
515	TCM Twin Capital Management Mcmurray, Pennsylvania	$13.1M	+$907K	3	0.68%	Increased
516	Raymond James Trust St. Petersburg, Florida	$13M	+$690K	6	0.9%	Increased
517	PJC Pelorus Jack Capital San Francisco, California	$12.8M	+$12.4M	1	0.89%	New
518	Artemis Investment Management Edinburgh, United Kingdom	$12.8M	+$1.02M	1	0.2%	Increased
519	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12.7M	-$3.92M	7	0.18%	Reduced
520	AFIA America First Investment Advisors Omaha, Nebraska	$12.7M	+$125K	1	4.68%	Increased
521	QIM Quantitative Investment Management Charlottesville, Virginia	$12.6M	-$92.4M	2	0.22%	Reduced
522	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.5M	+$37.9K	8	0.18%	Increased
523	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$12.5M	+$208K	2	4.08%	Increased
524	TC Towle & Co Denver, Colorado	$12.4M	-$11.2M	1	1.32%	Reduced
525	WBC Westpac Banking Corp Sydney, Australia	$12.4M	+$1.58M	8	0.25%	Increased