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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
326	BB&T Securities Richmond, Virginia	$26.9M	-$1.41M	6	0.59%	Reduced
327	Oppenheimer & Co New York	$26.8M	+$1.82M	8	0.73%	Increased
328	Jacobs Levy Equity Management Florham Park, New Jersey	$26.5M	-$7.56M	8	0.45%	Reduced
329	Rockefeller Financial Services New York	$26.5M	-$1.7M	2	0.57%	Reduced
330	FCIM Fairview Capital Investment Management Greenbrae, California	$26.2M	+$4.52M	1	2.11%	Increased
331	SM Seminole Management New York	$26.1M	-$15M	1	1.17%	Reduced
332	B BP London, United Kingdom	$26M	+$2.91M	5	0.83%	Increased
333	FMA Fiduciary Management Associates Chicago, Illinois	$25.9M	-$76.9K	1	1.55%	Reduced
334	Bridgewater Associates Westport, Connecticut	$25.9M	+$19.9M	6	0.2%	Increased
335	HCM Hodges Capital Management Dallas, Texas	$25.9M	+$610K	3	0.99%	Increased
336	CC Curian Capital Denver, Colorado	$25.8M	+$1.42M	5	0.43%	Increased
337	ECP Electron Capital Partners New York	$25M	+$5.7M	3	11.09%	Increased
338	CC Cannell & Co New York	$24.9M	-$2.38M	2	0.72%	Reduced
339	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$24.8M	+$24.9M	7	0.5%	New
340	FCM Freshford Capital Management Rye Brook, New York	$24.6M	-$1.02M	1	4.22%	Reduced
341	GC GW Capital Bellevue, Washington	$24.6M	-$3.69K	1	1.13%	Reduced
342	CAM Capstone Asset Management Houston, Texas	$24.5M	+$770K	11	0.69%	Increased
343	Tocqueville Asset Management New York	$24.4M	+$1.3M	4	0.29%	Increased
344	CC Chubb Corp Warren, New Jersey	$24.2M	$0	1	1.26%	Maintained
345	HighTower Advisors Chicago, Illinois	$24.1M	-$2.45M	9	0.36%	Reduced
346	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$23.9M	+$1.7M	8	0.74%	Increased
347	Nisa Investment Advisors St. Louis, Missouri	$23.7M	-$3.49M	8	0.33%	Reduced
348	United Capital Financial Advisors Irving, Texas	$23.7M	+$10.9M	6	0.29%	Increased
349	Mitsubishi UFJ Asset Management Tokyo, Japan	$23.6M	-$354K	7	0.7%	Reduced
350	Aristotle Capital Management Los Angeles, California	$23.4M	-$1.31M	2	0.29%	Reduced