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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
401	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$17.6M	+$1.32M	5	0.46%	Increased
402	Avalon Investment & Advisory Houston, Texas	$17.3M	+$284K	1	0.79%	Increased
403	OA OFI Advisors Philadelphia, Pennsylvania	$17.3M	+$3.33M	10	1.11%	Increased
404	GIM Greystone Investment Management Cincinnati, Ohio	$17.2M	-$34.8K	1	6.54%	Reduced
405	Welch Group Birmingham, Alabama	$17.2M	+$731K	2	3.31%	Increased
406	Virtu KCG Holdings New York	$16.9M	+$9.85M	16	0.28%	Increased
407	FCI Financial Counselors Inc Overland Park, Kansas	$16.9M	-$293K	4	1.07%	Reduced
408	MPM Meritage Portfolio Management Overland Park, Kansas	$16.9M	+$231K	3	1.79%	Increased
409	Donaldson Capital Management Evansville, Indiana	$16.9M	+$416K	2	2.52%	Increased
410	GIG Goodnow Investment Group Darien, Connecticut	$16.8M	+$17.6M	1	2.52%	New
411	Financial Engines Advisors Santa Clara, California	$16.8M	+$273K	1	14.34%	Increased
412	Hillhouse Investment Management Grand Cayman, Cayman Islands	$16.8M	$0	1	0.38%	Maintained
413	HL Financial Services Louisville, Kentucky	$16.8M	-$540K	4	0.46%	Reduced
414	Commerce Bank Kansas City, Missouri	$16.5M	+$936K	7	0.26%	Increased
415	AIA Affinity Investment Advisors Newport Beach, California	$16.4M	+$11.4M	2	1.52%	Increased
416	Sentry Investments Toronto, Ontario, Canada	$16.4M	-$1.49M	3	0.2%	Reduced
417	ZP Zimmer Partners New York	$16.3M	-$73.3M	2	1.42%	Reduced
418	JP Morgan Private Wealth Advisors San Francisco, California	$16.2M	+$527K	7	0.19%	Increased
419	NEAM New England Asset Management Farmington, Connecticut	$16.1M	-$6.6M	6	0.4%	Reduced
420	IMOV Investment Management of Virginia Richmond, Virginia	$16.1M	+$3.05M	4	3.35%	Increased
421	Thomaspartners Boston, Massachusetts	$16.1M	-$717K	2	0.28%	Reduced
422	Veritable Wilmington, Delaware	$16M	-$1.23M	8	0.33%	Reduced
423	KCM Kanawha Capital Management Richmond, Virginia	$15.9M	+$126K	2	2.78%	Increased
424	Catalyst Capital Advisors Huntington, New York	$15.9M	+$1.14M	2	1.87%	Increased
425	ACP Ashfield Capital Partners San Francisco, California	$15.8M	-$1.25M	2	0.77%	Reduced