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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	PFC Phocas Financial Corp Alameda, California	$21.2M	-$535K	2	1.63%	Reduced
377	Janus Henderson Group London,	$21.2M	+$1.72M	7	0.17%	Increased
378	MBA Maple-Brown Abbott Barangaroo, Australia	$21.1M	+$3.51M	1	7.01%	Increased
379	CC Cannell & Co New York	$21M	-$282K	2	0.75%	Reduced
380	Jane Street New York	$20.9M	+$15.8M	11	0.12%	Increased
381	MSR Main Street Research Lakeville, Connecticut	$20.8M	+$193K	3	5.37%	Increased
382	Welch Group Birmingham, Alabama	$20.8M	+$375K	2	3.47%	Increased
383	Creative Planning Overland Park, Kansas	$20.7M	-$295K	19	0.16%	Reduced
384	Avalon Investment & Advisory Houston, Texas	$20.5M	+$341K	1	0.89%	Increased
385	GAI General American Investors New York	$20.2M	$0	1	2.09%	Maintained
386	Edmond de Rothschild Holding Chambesy, Switzerland	$20.1M	-$5.97M	2	0.64%	Reduced
387	VVP Vulcan Value Partners Birmingham, Alabama	$20.1M	-$16.1M	1	0.18%	Reduced
388	OIM Opus Investment Management Worcester, Massachusetts	$20M	-$1.23M	5	3.85%	Reduced
389	AIA Affinity Investment Advisors Newport Beach, California	$19.9M	+$431K	2	1.75%	Increased
390	Edmond de Rothschild Asset Management (France) Paris, France	$19.8M	-$5.88M	1	0.86%	Reduced
391	CIA CCM Investment Advisers Columbia, South Carolina	$19.7M	-$1.95M	1	1.85%	Reduced
392	BSPF British Steel Pension Fund London, United Kingdom	$19.7M	-$201K	2	1.98%	Reduced
393	WesBanco Bank Wheeling, West Virginia	$19.7M	-$183K	5	1.17%	Reduced
394	QI Qualcomm Inc San Diego, California	$19.7M	$0	2	2.71%	Maintained
395	Capital Investment Advisors Atlanta, Georgia	$19.6M	+$655K	4	1.93%	Increased
396	Miller Howard Investments Kingston, New York	$19.5M	+$265K	2	0.36%	Increased
397	DCM Dupont Capital Management Wilmington, Delaware	$19.5M	-$5.76M	4	0.44%	Reduced
398	New Mexico Educational Retirement Board Santa Fe, New Mexico	$19.4M	+$375K	7	0.93%	Increased
399	Cambridge Investment Research Advisors Fairfield, Iowa	$19.3M	-$326K	9	0.44%	Reduced
400	GHA GW Henssler & Associates Kennesaw, Georgia	$19.1M	+$1.11M	2	2.24%	Increased