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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	$25.5M	+$114K	11	0.71%	Increased
352	SC Stralem & Co New York	$25.5M	-$1.33M	1	2.98%	Reduced
353	Creative Planning Overland Park, Kansas	$25.1M	+$851K	21	0.14%	Increased
354	HA Heartland Advisors Milwaukee, Wisconsin	$24.9M	+$256K	3	1.52%	Increased
355	Jefferies Group New York	$24.7M	+$10.5M	10	0.18%	Increased
356	Tocqueville Asset Management New York	$24.5M	+$10.4K	5	0.3%	Increased
357	Stephens Inc Little Rock, Arkansas	$24.5M	+$5.18M	5	0.89%	Increased
358	DnB Asset Management Oslo, Norway	$24.3M	+$4.35M	6	0.38%	Increased
359	Sit Investment Associates Minneapolis, Minnesota	$24.1M	+$3.67M	1	0.6%	Increased
360	WAM World Asset Management Detroit, Michigan	$24M	+$2.02M	12	0.78%	Increased
361	State of Alaska Department of Revenue Juneau, Alaska	$24M	+$4.41M	7	1.75%	Increased
362	JP Morgan Private Wealth Advisors San Francisco, California	$23.9M	+$8.39M	8	0.19%	Increased
363	NIMC NWQ Investment Management Company Los Angeles, California	$23.9M	+$115K	1	0.31%	Increased
364	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$23.7M	-$2.03M	1	0.49%	Reduced
365	Janus Henderson Group London,	$23.6M	+$56.6K	7	0.17%	Increased
366	Commerzbank Aktiengesellschaft Frankfurt, Germany	$23.5M	+$6.46M	12	0.35%	Increased
367	United Capital Financial Advisors Irving, Texas	$23.2M	-$644K	8	0.22%	Reduced
368	CC Cipher Capital New York	$23.2M	+$9.75M	6	1.74%	Increased
369	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.1M	+$1.42M	1	2.67%	Increased
370	ELC Edgar Lomax Company Kingstowne, Virginia	$23.1M	-$3.82M	1	1.55%	Reduced
371	TCTC Holdings Dallas, Texas	$23M	+$394K	4	1.41%	Increased
372	Private Management Group Irvine, California	$22.8M	+$87.5K	1	1.29%	Increased
373	Orbis Allan Gray Hamilton, Bermuda	$22.7M	+$9.36M	1	0.16%	Increased
374	Verition Fund Management Greenwich, Connecticut	$22.6M	-$862K	11	2.1%	Reduced
375	SAM Securian Asset Management St Paul, Minnesota	$22.4M	-$2.52M	8	0.6%	Reduced