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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
301	BRIM Broad Run Investment Management Arlington, Virginia	$60M	-$2.1M	1	7.93%	Reduced
302	OCMH Oxbow Capital Management (HK) Hong Kong	$59.4M	+$27.3M	2	42.21%	Increased
303	Locust Wood Capital Advisers New York	$59.4M	+$7.1M	1	2.53%	Increased
304	Creative Planning Overland Park, Kansas	$58.7M	+$6.3M	20	0.08%	Increased
305	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$57.7M	-$2.27M	2	2.88%	Reduced
306	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$57.4M	+$14.6M	3	5.27%	Increased
307	GHA GW Henssler & Associates Kennesaw, Georgia	$57M	+$253K	3	3.89%	Increased
308	Bridgewater Associates Westport, Connecticut	$56.5M	+$39.2M	6	0.34%	Increased
309	Mutual of America Capital Management New York	$56.3M	+$5.48M	11	0.69%	Increased
310	Frontier Capital Management Boston, Massachusetts	$56.3M	+$11.2M	1	0.62%	Increased
311	AssetMark Inc Concord, California	$55.9M	+$47.1M	10	0.22%	Increased
312	Squarepoint New York	$55.8M	-$16.9M	18	0.14%	Reduced
313	Cooperman Leon G	$55.3M	$0	1	2.89%	Maintained
314	Cetera Advisor Networks El Segundo, California	$55.3M	+$7.73M	19	0.35%	Increased
315	Yousif Capital Management Bloomfield Hills, Michigan	$54.8M	+$2.85M	15	0.7%	Increased
316	Ferguson Wellman Capital Management Portland, Oregon	$54.5M	+$105K	2	1.33%	Increased
317	Kayne Anderson Capital Advisors Los Angeles, California	$54.4M	-$36.7M	4	1.69%	Reduced
318	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$53.9M	-$150K	1	3.26%	Reduced
319	Cincinnati Financial Corp Fairfield, Ohio	$53.7M	$0	1	1.3%	Maintained
320	Rockefeller Capital Management New York	$53.5M	+$1.96M	13	0.21%	Increased
321	Covea Finance Paris, France	$53.4M	+$2.74M	2	3%	Increased
322	US Bancorp Minneapolis, Minnesota	$53M	-$379K	21	0.09%	Reduced
323	WorldQuant Millennium Advisors New York	$52.6M	+$14.1M	3	0.81%	Increased
324	Wealth Enhancement Advisory Services Plymouth, Minnesota	$52.4M	+$53.1M	19	0.17%	Increased
325	CU CQS (US) New York	$52.2M	-$4.46M	4	5.22%	Reduced