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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	GAI General American Investors New York	$21.7M	+$2.37M	1	1.79%	Increased
352	CC Chubb Corp Warren, New Jersey	$21.6M	$0	1	1.13%	Maintained
353	B BP London, United Kingdom	$21.5M	-$3.04M	5	0.81%	Reduced
354	TCTC Holdings Dallas, Texas	$21.5M	+$388K	4	1.23%	Increased
355	Bradley Foster & Sargent Hartford, Connecticut	$21.4M	-$369K	4	0.97%	Reduced
356	Donaldson Capital Management Evansville, Indiana	$20.8M	+$130K	2	2.95%	Increased
357	LI LMCG Investments Boston, Massachusetts	$20.5M	-$8.47M	4	0.44%	Reduced
358	Janus Henderson Group London,	$20.4M	-$571K	7	0.16%	Reduced
359	LCM Lakewood Capital Management New York	$20.4M	+$20.4M	1	0.84%	New
360	Norinchukin Bank Tokyo, Japan	$20.4M	+$1.15M	7	0.52%	Increased
361	Waddell & Reed Financial Overland Park, Kansas	$20.4M	+$523K	1	0.03%	Increased
362	Nomura Holdings Tokyo, Japan	$20.3M	+$15.4M	7	0.06%	Increased
363	Calamos Advisors Naperville, Illinois	$20.2M	-$1.07M	6	0.12%	Reduced
364	Mutual of America Capital Management New York	$20.1M	-$41.7K	8	0.44%	Reduced
365	DIA Denver Investment Advisors Denver, Colorado	$20.1M	-$9.69M	3	0.75%	Reduced
366	Janney Montgomery Scott Philadelphia, Pennsylvania	$20M	+$184K	10	0.42%	Increased
367	Todd Asset Management Louisville, Kentucky	$19.9M	-$51.3K	2	0.54%	Reduced
368	GCM Gruss Capital Management New York	$19.9M	+$24.6M	1	0.71%	New
369	Mitsubishi UFJ Asset Management Tokyo, Japan	$19.8M	-$2.32M	7	0.61%	Reduced
370	MSA Mason Street Advisors Milwaukee, Wisconsin	$19.5M	+$65.4K	8	0.6%	Increased
371	WAM World Asset Management Detroit, Michigan	$19.1M	-$2.21M	10	0.75%	Reduced
372	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$19M	-$4.04M	8	0.65%	Reduced
373	Capital Fund Management (CFM) Paris, France	$18.7M	+$16.9M	4	0.24%	Increased
374	Braun Stacey Associates New York	$18.6M	+$5.26M	3	0.79%	Increased
375	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$18.4M	+$131K	10	0.68%	Increased