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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
376	Janney Montgomery Scott Philadelphia, Pennsylvania	$20.3M	+$1.18M	8	0.41%	Increased
377	GAI General American Investors New York	$20.2M	$0	1	1.62%	Maintained
378	ECP Electron Capital Partners New York	$20M	-$9.61M	3	12.13%	Reduced
379	LIM Lagoda Investment Management New York	$20M	+$19.2M	2	5.35%	New
380	VanEck Associates New York	$19.8M	-$1.26M	11	0.12%	Reduced
381	WesBanco Bank Wheeling, West Virginia	$19.4M	-$157K	5	1.06%	Reduced
382	Cambridge Investment Research Advisors Fairfield, Iowa	$19.4M	+$902K	8	0.6%	Increased
383	BSPF British Steel Pension Fund London, United Kingdom	$19.4M	$0	2	1.86%	Maintained
384	CC Clearline Capital New York	$19.2M	+$70.3K	1	2.97%	Increased
385	Brown Advisory Baltimore, Maryland	$19.1M	-$294M	6	0.06%	Reduced
386	Huntington National Bank Columbus, Ohio	$19.1M	-$2.28M	10	0.46%	Reduced
387	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$18.9M	+$672K	4	1.25%	Increased
388	NIM NXG Investment Management Dallas, Texas	$18.7M	-$1.27M	3	0.48%	Reduced
389	SAM Securian Asset Management St Paul, Minnesota	$18.7M	-$3.14M	7	0.58%	Reduced
390	Obermeyer Wealth Partners Aspen, Colorado	$18.5M	-$143K	2	1.68%	Reduced
391	Findlay Park Partners London, United Kingdom	$18.5M	+$9.18M	1	0.2%	Increased
392	EARNEST Partners Atlanta, Georgia	$18.4M	-$377K	1	0.15%	Reduced
393	HGI Hansberger Growth Investors Madison, Wisconsin	$18.4M	+$19.2M	1	5.69%	New
394	Nomura Holdings Tokyo, Japan	$18.3M	+$9.13M	8	0.05%	Increased
395	ED Exane Derivatives Paris, France	$18.1M	+$16.9M	8	2.51%	New
396	Livforsakringsbolaget Skandia Stockholm, Sweden	$18M	-$5.93M	7	0.84%	Reduced
397	HSA Hussman Strategic Advisors Ellicott City, Maryland	$17.9M	+$7.08M	6	1.78%	Increased
398	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$17.8M	-$245K	4	1.46%	Reduced
399	OIM Opus Investment Management Worcester, Massachusetts	$17.7M	-$2.82M	5	3.18%	Reduced
400	AHL Partners London, United Kingdom	$17.6M	+$8.13M	4	0.91%	Increased