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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	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$16.3M	+$1.1M	4	1.32%	Increased
402	RC Randolph Company Cincinnati, Ohio	$16M	-$29.5K	1	4.07%	Reduced
403	RG Renaissance Group Covington, Kentucky	$15.9M	-$109K	2	0.62%	Reduced
404	Obermeyer Wealth Partners Aspen, Colorado	$15.8M	-$207K	2	1.44%	Reduced
405	Freestone Capital Holdings Seattle, Washington	$15.7M	-$312K	2	1.63%	Reduced
406	MPM Meritage Portfolio Management Overland Park, Kansas	$15.7M	+$1.95M	3	1.76%	Increased
407	Truist Financial Charlotte, North Carolina	$15.7M	+$498K	4	0.41%	Increased
408	MBA Maple-Brown Abbott Barangaroo, Australia	$15.4M	+$6.49M	1	5.24%	Increased
409	KCM Kanawha Capital Management Richmond, Virginia	$15.4M	+$128K	2	2.77%	Increased
410	GIM Greystone Investment Management Cincinnati, Ohio	$15.3M	-$990K	1	6.46%	Reduced
411	GHA GW Henssler & Associates Kennesaw, Georgia	$15.3M	-$948K	2	1.81%	Reduced
412	HL Financial Services Louisville, Kentucky	$15.3M	-$227K	2	0.39%	Reduced
413	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.3M	-$161K	8	0.48%	Reduced
414	SAM Skyline Asset Management Chicago, Illinois	$15.2M	+$844K	1	1.15%	Increased
415	EA Ecofin Advisors London, United Kingdom	$15.2M	$0	1	2.56%	Maintained
416	First Allied Advisory Services San Diego, California	$15.1M	+$2.25M	10	0.78%	Increased
417	Winton Group London, United Kingdom	$15.1M	-$19.2M	2	0.13%	Reduced
418	Churchill Management Los Angeles, California	$15M	+$1.48M	3	0.71%	Increased
419	BFS Baskin Financial Services Toronto, Ontario, Canada	$14.9M	+$342K	1	4.62%	Increased
420	RT Rockland Trust Hanover, Massachusetts	$14.7M	+$321K	1	2.59%	Increased
421	JP Morgan Private Wealth Advisors San Francisco, California	$14.6M	+$706K	8	0.15%	Increased
422	Marshall Wace London, United Kingdom	$14.5M	+$1.33M	1	0.14%	Increased
423	NEAM New England Asset Management Farmington, Connecticut	$14.4M	-$7.04M	6	0.36%	Reduced
424	CDH Charles D. Hyman	$14M	+$6.8K	1	2.31%	Increased
425	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$14M	-$15.9K	3	1.19%	Reduced