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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	Private Management Group Irvine, California	$37.8M	-$253K	1	1.66%	Reduced
352	Smith Salley Wealth Management Greensboro, North Carolina	$37.8M	+$613K	2	3.06%	Increased
353	Jupiter Asset Management London, United Kingdom	$37.3M	-$66.6M	4	0.38%	Reduced
354	LM Lincluden Management Mississauga, Ontario, Canada	$37.2M	-$2.08M	2	3.57%	Reduced
355	WC Wynnefield Capital New York	$37M	$0	1	17.07%	Maintained
356	Vaughan Nelson Investment Management Houston, Texas	$36.5M	+$266K	2	0.37%	Increased
357	LCP LGT Capital Partners Pfaeffikon, Switzerland	$36M	-$1.34M	1	1.02%	Reduced
358	InterOcean Capital Group Nashville, Tennessee	$35.9M	+$866K	1	1.83%	Increased
359	SP Solel Partners Boston, Massachusetts	$35.7M	$0	1	8.64%	Maintained
360	TPSF Texas Permanent School Fund Austin, Texas	$35.7M	-$133K	7	0.41%	Reduced
361	United Capital Financial Advisors Irving, Texas	$35.6M	+$4.71M	5	0.18%	Increased
362	MIM Manitou Investment Management Toronto, Ontario, Canada	$35.3M	-$2.22M	1	6.18%	Reduced
363	Storebrand Asset Management Lysaker, Norway	$35.2M	-$3.68M	2	0.17%	Reduced
364	GAMCO Investors Greenwich, Connecticut	$35.1M	-$3.3M	5	0.3%	Reduced
365	Waratah Capital Advisors Toronto, Ontario, Canada	$35M	-$237K	5	0.49%	Reduced
366	P3I Progeny 3 Inc Kirkland, Washington	$34.8M	-$968K	3	12.1%	Reduced
367	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$34.6M	+$1.52M	3	3.05%	Increased
368	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.4M	+$4.02M	1	1.06%	Increased
369	MCM Moerus Capital Management New York	$34.3M	-$5.77M	2	15.74%	Reduced
370	Commerce Bank Kansas City, Missouri	$33.9M	+$503K	6	0.24%	Increased
371	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$33.8M	+$2.16M	1	0.86%	Increased
372	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$33.6M	-$29.5M	2	1.64%	Reduced
373	Gateway Investment Advisers Cincinnati, Ohio	$33.6M	-$39.2K	5	0.35%	Reduced
374	Mawer Investment Management Calgary, Alberta, Canada	$33.6M	+$35.3M	2	0.17%	Increased
375	MIS Morningstar Investment Services Chicago, Illinois	$33.6M	-$302K	2	0.4%	Reduced