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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	HI Honeywell International Charlotte, North Carolina	$16.3M	-$1.54M	1	0.44%	Reduced
402	PAM Paradigm Asset Management New York	$16.3M	-$357K	5	2.13%	Reduced
403	GIM Greystone Investment Management Cincinnati, Ohio	$16.2M	+$97.6K	1	6.72%	Increased
404	EARNEST Partners Atlanta, Georgia	$16M	+$420K	1	0.16%	Increased
405	Obermeyer Wealth Partners Aspen, Colorado	$15.9M	-$709K	2	1.67%	Reduced
406	FCIM Fairview Capital Investment Management Greenbrae, California	$15.8M	-$4.6M	1	1.4%	Reduced
407	EA Ecofin Advisors London, United Kingdom	$15.8M	$0	1	3.04%	Maintained
408	DIA Denver Investment Advisors Denver, Colorado	$15.7M	-$1.89M	3	0.68%	Reduced
409	RG Renaissance Group Covington, Kentucky	$15.7M	+$13.5M	2	0.62%	Increased
410	Capital Investment Advisors Atlanta, Georgia	$15.7M	+$1.9M	4	1.76%	Increased
411	KCM Kanawha Capital Management Richmond, Virginia	$15.4M	-$137K	2	2.99%	Reduced
412	VanEck Associates New York	$15.4M	-$450K	9	0.12%	Reduced
413	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$15.4M	-$1.43K	8	1.29%	Reduced
414	RC Randolph Company Cincinnati, Ohio	$15.3M	+$15M	1	3.66%	New
415	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.1M	-$1.17M	9	0.62%	Reduced
416	MSR Main Street Research Lakeville, Connecticut	$15.1M	+$4.45M	3	3.54%	Increased
417	Truist Financial Charlotte, North Carolina	$15.1M	+$933K	4	0.39%	Increased
418	ACM Aviance Capital Management Sarasota, Florida	$15M	+$11.8M	4	0.53%	Increased
419	HL Financial Services Louisville, Kentucky	$15M	+$339K	2	0.42%	Increased
420	IEFM IQ EQ Fund Management Dublin 2, Ireland	$14.9M	-$246K	2	2.41%	Reduced
421	Jacobs Levy Equity Management Florham Park, New Jersey	$14.8M	-$13.3M	6	0.3%	Reduced
422	BFS Baskin Financial Services Toronto, Ontario, Canada	$14.6M	+$209K	1	4.95%	Increased
423	Freestone Capital Holdings Seattle, Washington	$14.4M	+$1.5M	2	1.56%	Increased
424	OA OFI Advisors Philadelphia, Pennsylvania	$14.3M	-$2.65M	10	0.92%	Reduced
425	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$14M	-$196K	3	1.24%	Reduced