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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	CIA CCM Investment Advisers Columbia, South Carolina	$18.2M	+$6.85M	2	1.81%	Increased
377	Miller Howard Investments Kingston, New York	$18M	-$2.28M	2	0.3%	Reduced
378	Orbis Holdings Hamilton, Bermuda	$17.9M	+$86.9K	1	0.15%	Increased
379	VFA Virtus Fund Advisers Hartford, Connecticut	$17.9M	+$12.1M	5	0.16%	Increased
380	WesBanco Bank Wheeling, West Virginia	$17.6M	-$217K	5	1.07%	Reduced
381	ARTA A.R.T. Advisors New York	$17.4M	+$2.75M	4	0.65%	Increased
382	PFC Phocas Financial Corp Alameda, California	$17.4M	+$11.9M	2	1.47%	Increased
383	Welch Group Birmingham, Alabama	$17.4M	+$661K	2	3.35%	Increased
384	Becker Capital Management Portland, Oregon	$17.3M	-$7.09M	1	0.78%	Reduced
385	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.3M	+$1.03M	7	0.85%	Increased
386	Voloridge Investment Management Jupiter, Florida	$17.3M	-$9.12M	4	0.81%	Reduced
387	Aristotle Capital Management Los Angeles, California	$17.2M	-$3.32M	2	0.21%	Reduced
388	Janus Henderson Group London,	$17.2M	-$4.12M	7	0.15%	Reduced
389	Cambridge Investment Research Advisors Fairfield, Iowa	$17.1M	+$531K	9	0.49%	Increased
390	Huntington National Bank Columbus, Ohio	$17.1M	+$878K	12	0.45%	Increased
391	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$17M	+$19M	1	2.24%	New
392	FCI Financial Counselors Inc Overland Park, Kansas	$17M	+$751K	4	1.17%	Increased
393	Commerzbank Aktiengesellschaft Frankfurt, Germany	$17M	-$13.9M	10	0.13%	Reduced
394	First Citizens Bank & Trust Raleigh, North Carolina	$16.9M	+$1.54M	3	1.25%	Increased
395	NIM NXG Investment Management Dallas, Texas	$16.8M	-$1.97M	1	0.64%	Reduced
396	GHA GW Henssler & Associates Kennesaw, Georgia	$16.7M	+$1.58M	2	1.92%	Increased
397	Livforsakringsbolaget Skandia Stockholm, Sweden	$16.7M	$0	7	0.88%	Maintained
398	QI Qualcomm Inc San Diego, California	$16.6M	$0	2	1.79%	Maintained
399	JCM Janney Capital Management Pittsburgh, Pennsylvania	$16.5M	+$16.1M	1	0.75%	New
400	AIA Affinity Investment Advisors Newport Beach, California	$16.4M	-$1.43M	2	1.49%	Reduced