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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	Obermeyer Wealth Partners Aspen, Colorado	$19.3M	-$475K	2	1.58%	Reduced
377	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$19.1M	-$15.5M	8	0.34%	Reduced
378	GAI General American Investors New York	$19.1M	+$2.1M	1	1.57%	Increased
379	Natixis Paris, France	$19.1M	-$14.1M	6	0.26%	Reduced
380	PAM Paradigm Asset Management New York	$19.1M	+$6.57M	5	2.12%	Increased
381	Findlay Park Partners London, United Kingdom	$18.9M	$0	1	0.2%	Maintained
382	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$18.9M	+$8.24M	12	0.71%	Increased
383	HSA Hussman Strategic Advisors Ellicott City, Maryland	$18.8M	+$2.38M	6	1.97%	Increased
384	WesBanco Bank Wheeling, West Virginia	$18.5M	+$573K	5	1.02%	Increased
385	Freestone Capital Holdings Seattle, Washington	$18.4M	+$5.42M	2	2.89%	Increased
386	New Mexico Educational Retirement Board Santa Fe, New Mexico	$18.3M	-$792K	7	0.8%	Reduced
387	Ariel Investments Chicago, Illinois	$18.3M	+$9.96M	1	0.2%	Increased
388	Country Trust Bank Bloomington, Illinois	$18.2M	-$4.28M	3	0.92%	Reduced
389	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$18.2M	-$1.3M	5	0.5%	Reduced
390	Royce & Associates New York	$18.2M	-$5.2M	1	0.07%	Reduced
391	GIM Greystone Investment Management Cincinnati, Ohio	$18M	-$291K	1	6.94%	Reduced
392	HBK Investments Dallas, Texas	$17.9M	+$15.4M	7	0.17%	Increased
393	GL GLG LLC New York	$17.9M	+$16.5M	3	0.51%	Increased
394	PHAM Pacific Heights Asset Management San Francisco, California	$17.8M	-$2.92M	2	1.01%	Reduced
395	Profund Advisors Bethesda, Maryland	$17.7M	-$3.84M	9	0.69%	Reduced
396	OA OFI Advisors Philadelphia, Pennsylvania	$17.7M	+$1.4M	10	1.05%	Increased
397	SAM Securian Asset Management St Paul, Minnesota	$17.7M	+$209K	7	0.52%	Increased
398	GE General Electric Evendale, Ohio	$17.6M	+$5.05M	2	0.04%	Increased
399	BSPF British Steel Pension Fund London, United Kingdom	$17.5M	$0	2	1.69%	Maintained
400	Huntington National Bank Columbus, Ohio	$16.9M	-$596K	10	0.41%	Reduced