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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	Comerica Bank Dallas, Texas	$81.9M	-$3.13M	11	0.62%	Reduced
202	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$81.8M	-$6.08M	1	3.32%	Reduced
203	MBA Maple-Brown Abbott Barangaroo, Australia	$81.8M	+$57.4K	1	10.01%	Increased
204	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$81.6M	-$22.5M	1	3.77%	Reduced
205	Hamlin Capital Management New York	$79.2M	+$14.4M	1	3.35%	Increased
206	CA Cortland Advisers Wilmington, Delaware	$78.8M	+$16.9M	2	3.73%	Increased
207	Andra AP-fonden Goteborg, Sweden	$78.4M	+$321K	9	1.84%	Increased
208	KGI Kopernik Global Investors Tampa, Florida	$77.7M	-$9.44M	1	17.61%	Reduced
209	AMF Tjänstepension Stockholm, Sweden	$77.6M	+$568K	3	0.89%	Increased
210	SJIC St. James Investment Company Southlake, Texas	$77.2M	+$15.6M	3	9.31%	Increased
211	Suntrust Banks Atlanta, Georgia	$77M	-$9.08M	6	0.49%	Reduced
212	Manning & Napier Advisors Fairport, New York	$76.8M	-$80.1M	1	0.6%	Reduced
213	Cooke & Bieler Philadelphia, Pennsylvania	$76.5M	+$74.6M	1	1.49%	New
214	Amundi Asset Management US Boston, Massachusetts	$75.4M	-$13.8M	2	0.25%	Reduced
215	DZ Bank Frankfurt Am Main, Germany	$75.1M	+$3.71M	8	0.34%	Increased
216	AIG American International Group New York	$74.7M	-$3.69M	9	0.27%	Reduced
217	Brandywine Global Investment Management Philadelphia, Pennsylvania	$74.3M	+$728K	5	0.47%	Increased
218	CC Carlson Capital Dallas, Texas	$73.9M	-$352K	3	0.94%	Reduced
219	Fenimore Asset Management Cobleskill, New York	$73.5M	+$605K	2	3.15%	Increased
220	HP Holowesko Partners Nassau, Bahamas	$73.4M	+$40.5M	1	4.39%	Increased
221	Arizona State Retirement System Phoenix, Arizona	$73.2M	+$455K	8	1.03%	Increased
222	Balyasny Asset Management Chicago, Illinois	$71.2M	-$87.8M	8	0.33%	Reduced
223	Anchor Capital Advisors Boston, Massachusetts	$71M	+$12.8K	3	2.46%	Increased
224	Zurich Cantonal Bank Zurich, Switzerland	$70.9M	-$1.01M	13	0.7%	Reduced
225	M&T Bank Buffalo, New York	$69.7M	-$6.3M	10	0.42%	Reduced