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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
176	KeyBank National Association Cleveland, Ohio	$135M	+$9.78M	9	0.63%	Increased
177	Chevy Chase Trust Bethesda, Maryland	$126M	-$9.24M	5	0.45%	Reduced
178	Thompson Siegel & Walmsley Richmond, Virginia	$124M	+$11.6M	5	1.76%	Increased
179	Commonwealth Equity Services Waltham, Massachusetts	$121M	-$660K	11	0.34%	Reduced
180	Kayne Anderson Capital Advisors Los Angeles, California	$120M	+$8.42M	3	3.83%	Increased
181	TAM Timucuan Asset Management Jacksonville, Florida	$119M	+$1.94M	1	5.26%	Increased
182	Addenda Capital Montreal, Quebec, Canada	$118M	$0	1	6.04%	Maintained
183	NI Natural Investments Windsor, California	$117M	$0	1	23.03%	Maintained
184	Virginia Retirement Systems Richmond, Virginia	$116M	-$76.2K	6	1.14%	Reduced
185	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$116M	+$10M	1	2.77%	Increased
186	SSM Sound Shore Management Greenwich, Connecticut	$115M	+$129M	1	3.35%	New
187	KCM Knighthead Capital Management New York	$114M	-$12.1M	1	17.54%	Reduced
188	LM Lasry Marc	$114M	-$15.2M	1	78.53%	Reduced
189	Robeco Institutional Asset Management Rotterdam, Netherlands	$114M	-$27.9M	6	0.28%	Reduced
190	Synovus Financial Columbus, Georgia	$113M	+$21.4M	7	1.26%	Increased
191	Raymond James Financial Services Advisors St. Petersburg, Florida	$113M	+$1.32M	15	0.25%	Increased
192	Regions Financial Corp Birmingham, Alabama	$111M	-$2.16M	7	1.01%	Reduced
193	Pendal Group Sydney, Australia	$110M	-$10.8M	6	1.08%	Reduced
194	Personal Capital Advisors Redwood City, California	$110M	+$15.8M	3	0.64%	Increased
195	Aberdeen Group Edinburgh, United Kingdom	$109M	+$7.9M	8	0.25%	Increased
196	SEI Investments Oaks, Pennsylvania	$107M	+$7.03M	13	0.27%	Increased
197	Check Capital Management Costa Mesa, California	$106M	-$1.84M	1	5.19%	Reduced
198	STRS Ohio Columbus, Ohio	$106M	-$58.6M	8	0.4%	Reduced
199	Voloridge Investment Management Jupiter, Florida	$106M	+$65.8M	7	0.77%	Increased
200	Jupiter Asset Management London, United Kingdom	$105M	+$52.9M	4	1.03%	Increased