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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
351	CAM Capstone Asset Management Houston, Texas	$24.2M	+$3.47M	11	0.7%	Increased
352	Hancock Whitney Gulfport, Mississippi	$24.2M	-$8.53M	4	0.92%	Reduced
353	HCM Hodges Capital Management Dallas, Texas	$24.2M	+$530K	3	0.98%	Increased
354	GACM Green Arrow Capital Management New York	$23.8M	-$4.07M	1	2.64%	Reduced
355	WAM World Asset Management Detroit, Michigan	$23.8M	-$4.03M	11	0.81%	Reduced
356	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$23.7M	+$304K	2	4.31%	Increased
357	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$23M	-$3.26M	8	0.72%	Reduced
358	FCIM Fairview Capital Investment Management Greenbrae, California	$22.9M	+$2.19M	1	1.84%	Increased
359	PHAM Pacific Heights Asset Management San Francisco, California	$22.9M	-$18.6M	2	1.2%	Reduced
360	TCTC Holdings Dallas, Texas	$22.8M	-$442K	4	1.38%	Reduced
361	Royce & Associates New York	$22.6M	-$9.68M	3	0.08%	Reduced
362	Mutual of America Capital Management New York	$22.5M	+$285K	8	0.51%	Increased
363	Profund Advisors Bethesda, Maryland	$22.5M	+$4.69M	9	0.92%	Increased
364	SCM SIR Capital Management New York	$22.5M	-$24M	3	4.72%	Reduced
365	Country Trust Bank Bloomington, Illinois	$22.4M	+$29.6K	3	1.12%	Increased
366	Calamos Advisors Naperville, Illinois	$22.1M	+$110K	6	0.15%	Increased
367	Bradley Foster & Sargent Hartford, Connecticut	$21.7M	-$813K	4	1.02%	Reduced
368	EA Ecofin Advisors London, United Kingdom	$21.6M	+$6.42M	1	3.9%	Increased
369	Norinchukin Bank Tokyo, Japan	$21.5M	+$3.05M	7	0.53%	Increased
370	PCM Pennant Capital Management Summit, New Jersey	$21.5M	-$2.84M	1	0.4%	Reduced
371	Churchill Management Los Angeles, California	$21.1M	+$8.73M	4	0.84%	Increased
372	NIMC NWQ Investment Management Company Los Angeles, California	$20.8M	+$18.9M	1	0.25%	New
373	Becker Capital Management Portland, Oregon	$20.6M	+$156K	1	0.8%	Increased
374	CIC Cornercap Investment Counsel Atlanta, Georgia	$20.5M	+$2.65M	4	3.52%	Increased
375	New Mexico Educational Retirement Board Santa Fe, New Mexico	$20.3M	-$1.91M	7	0.86%	Reduced