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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
201	Advisors Asset Management Monument, Colorado	$78M	+$4.82M	8	1.05%	Increased
202	Suntrust Banks Atlanta, Georgia	$76.9M	-$3.26M	7	0.52%	Reduced
203	Macquarie Group Sydney, NSW 2000, Australia	$76.8M	+$9.23M	7	0.16%	Increased
204	Two Sigma Advisers New York	$76M	+$33.4M	10	0.59%	Increased
205	Glenmede Trust Philadelphia, Pennsylvania	$75M	+$28.5M	12	0.59%	Increased
206	US Bancorp Minneapolis, Minnesota	$74.5M	-$1.03M	16	0.29%	Reduced
207	Scotia Capital Toronto, Ontario, Canada	$73.8M	-$14.8M	8	1.93%	Reduced
208	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$73.4M	-$33.4M	1	0.75%	Reduced
209	ARC Absolute Return Capital Boston, Massachusetts	$72.4M	-$34.2M	4	1.49%	Reduced
210	VVP Vulcan Value Partners Birmingham, Alabama	$71.8M	+$3.77M	1	0.81%	Increased
211	AIG American International Group New York	$71.2M	-$1.65M	17	0.31%	Reduced
212	M&T Bank Buffalo, New York	$70.9M	+$1.24M	10	0.44%	Increased
213	CI Investments Inc Toronto, Ontario, Canada	$70.6M	-$721K	2	0.8%	Reduced
214	Winton Group London, United Kingdom	$69.9M	-$6.37M	5	0.87%	Reduced
215	OppenheimerFunds New York	$69.7M	-$18.8M	3	0.08%	Reduced
216	Gateway Investment Advisers Cincinnati, Ohio	$69.5M	+$598K	7	0.57%	Increased
217	State of Michigan Retirement System Lansing, Michigan	$69.3M	+$518K	7	0.46%	Increased
218	MSA Mason Street Advisors Milwaukee, Wisconsin	$67.6M	+$5.08M	8	0.47%	Increased
219	TPSF Texas Permanent School Fund Austin, Texas	$67M	-$1.15M	8	0.74%	Reduced
220	Commerzbank Aktiengesellschaft Frankfurt, Germany	$66.6M	-$13M	11	0.42%	Reduced
221	CM CS McKee Pittsburgh, Pennsylvania	$65.2M	-$2.92M	1	1.57%	Reduced
222	Fenimore Asset Management Cobleskill, New York	$64.5M	-$353K	2	3.28%	Reduced
223	Bessemer Group Woodbridge, New Jersey	$63.9M	-$794K	9	0.34%	Reduced
224	TSU TD Securities (USA) New York	$63.9M	+$4.96M	7	0.91%	Increased
225	Martingale Asset Management Boston, Massachusetts	$63.1M	+$8.02M	5	1.75%	Increased