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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	CA Cortland Advisers Wilmington, Delaware	$92.4M	+$9.97M	2	4.51%	Increased
202	MBA Maple-Brown Abbott Barangaroo, Australia	$92.3M	+$22.5M	1	7.2%	Increased
203	Ariel Investments Chicago, Illinois	$91.8M	-$2.53M	2	1.03%	Reduced
204	SFM Systematic Financial Management Teaneck, New Jersey	$91.5M	-$45.7M	4	2.24%	Reduced
205	SCM Shapiro Capital Management Atlanta, Georgia	$91.4M	-$196K	1	1.99%	Reduced
206	Citigroup New York	$90.6M	-$41.5M	21	0.08%	Reduced
207	PC Paulson & Co New York	$87.5M	$0	1	1.79%	Maintained
208	LPL Financial San Diego, California	$86.8M	-$1.68M	17	0.23%	Reduced
209	CC Carlson Capital Dallas, Texas	$86.6M	-$10.8M	4	1.21%	Reduced
210	Arizona State Retirement System Phoenix, Arizona	$86.2M	+$6.86M	8	0.87%	Increased
211	STRS Ohio Columbus, Ohio	$86.1M	-$1.7M	9	0.37%	Reduced
212	GAMCO Investors Greenwich, Connecticut	$85.2M	-$2.29M	2	0.58%	Reduced
213	Thompson Siegel & Walmsley Richmond, Virginia	$85.1M	+$72.1M	5	1.1%	Increased
214	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$83.7M	-$8.28M	1	4.23%	Reduced
215	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$83M	+$4.57M	7	0.71%	Increased
216	Swiss Life Asset Management Zurich,	$82.8M	+$6.7M	5	1.24%	Increased
217	Fenimore Asset Management Cobleskill, New York	$82.3M	-$270K	2	3.11%	Reduced
218	Eaton Vance Management Boston, Massachusetts	$80.3M	+$15.6M	8	0.19%	Increased
219	Regions Financial Corp Birmingham, Alabama	$78.2M	-$2.47M	13	0.88%	Reduced
220	Cohen & Steers New York	$78M	+$3.39M	2	0.22%	Increased
221	Castle Hook Partners New York	$77.2M	-$10.8M	2	2.72%	Reduced
222	Comerica Bank Dallas, Texas	$76.7M	-$1.36M	14	0.54%	Reduced
223	Commonwealth Equity Services Waltham, Massachusetts	$76.5M	+$3.58M	12	0.4%	Increased
224	Alkeon Capital Management New York	$76.4M	-$8.31M	1	0.36%	Reduced
225	Intact Investment Management Montreal, Quebec, Canada	$75.9M	+$572K	5	2.73%	Increased