← All themes

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	$18.3M	-$523K	2	1.56%	Reduced
377	Avalon Investment & Advisory Houston, Texas	$18.2M	-$145K	1	0.78%	Reduced
378	Creative Planning Overland Park, Kansas	$18.1M	+$4.31M	9	0.16%	Increased
379	NIM NXG Investment Management Dallas, Texas	$18M	-$348K	3	0.47%	Reduced
380	GIM Greystone Investment Management Cincinnati, Ohio	$17.9M	+$245K	1	6.77%	Increased
381	OIM Opus Investment Management Worcester, Massachusetts	$17.9M	+$3.47M	5	3.26%	Increased
382	Orbis Holdings Hamilton, Bermuda	$17.7M	-$4.05M	1	0.14%	Reduced
383	SAM Securian Asset Management St Paul, Minnesota	$17.6M	+$1.23M	7	0.55%	Increased
384	PAM Paradigm Asset Management New York	$17.6M	+$204K	5	1.96%	Increased
385	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$17.6M	-$367K	8	0.32%	Reduced
386	PCM Pennant Capital Management Summit, New Jersey	$17.4M	+$2.08M	1	0.35%	Increased
387	AIA Affinity Investment Advisors Newport Beach, California	$17.2M	-$2.2M	2	1.37%	Reduced
388	OA OFI Advisors Philadelphia, Pennsylvania	$17.1M	+$565K	10	1%	Increased
389	CC Clearline Capital New York	$17.1M	-$3.71M	1	2.37%	Reduced
390	WesBanco Bank Wheeling, West Virginia	$17M	-$418K	5	0.95%	Reduced
391	Country Trust Bank Bloomington, Illinois	$16.9M	+$59.3K	3	0.85%	Increased
392	Jefferies Group New York	$16.9M	+$7.12M	8	0.09%	Increased
393	HI Honeywell International Charlotte, North Carolina	$16.8M	+$17.4M	1	0.41%	New
394	QI Qualcomm Inc San Diego, California	$16.7M	+$17.5M	2	1.89%	Increased
395	GL GLG LLC New York	$16.6M	-$220K	3	0.35%	Reduced
396	BSPF British Steel Pension Fund London, United Kingdom	$16.5M	$0	2	1.58%	Maintained
397	GE General Electric Evendale, Ohio	$16.5M	$0	2	0.04%	Maintained
398	DILH Dai-ichi Life Holdings Tokyo, Japan	$16.4M	+$2.28M	7	0.49%	Increased
399	JAM JCIC Asset Management Toronto, Ontario, Canada	$16.4M	+$16.5M	2	2.94%	Increased
400	NEAM New England Asset Management Farmington, Connecticut	$16.3M	+$876K	6	0.4%	Increased