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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	KCM Kanawha Capital Management Richmond, Virginia	$19M	+$1.8M	4	3.27%	Increased
402	Aristotle Capital Management Los Angeles, California	$19M	+$709K	2	0.22%	Increased
403	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$18.9M	-$53.5K	4	1.62%	Reduced
404	Sterling Capital Management Charlotte, North Carolina	$18.7M	+$3.45M	6	0.17%	Increased
405	FCI Financial Counselors Inc Overland Park, Kansas	$18.7M	+$22.9K	4	1.16%	Increased
406	RG Renaissance Group Covington, Kentucky	$18.5M	-$693K	2	0.75%	Reduced
407	Ferguson Wellman Capital Management Portland, Oregon	$18.4M	+$15.9M	5	0.78%	Increased
408	MPM Meritage Portfolio Management Overland Park, Kansas	$18.3M	-$60.7K	3	2.07%	Reduced
409	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$18.3M	+$8.63M	3	1.66%	Increased
410	Freestone Capital Holdings Seattle, Washington	$18.2M	+$263K	1	1.91%	Increased
411	HI Honeywell International Charlotte, North Carolina	$18.1M	-$721K	1	0.46%	Reduced
412	Orbis Allan Gray Hamilton, Bermuda	$18.1M	+$16M	1	0.15%	New
413	Financial Engines Advisors Santa Clara, California	$18M	-$4.7M	1	14.95%	Reduced
414	Truist Financial Charlotte, North Carolina	$17.9M	+$500K	4	0.46%	Increased
415	VAM Visium Asset Management New York	$17.7M	+$15.3M	2	0.3%	Increased
416	RC Randolph Company Cincinnati, Ohio	$17.7M	$0	1	3.94%	Maintained
417	State of Alaska Department of Revenue Juneau, Alaska	$17.6M	+$9.97M	3	1.83%	Increased
418	CHA Cedar Hill Associates Chicago, Illinois	$17.3M	+$5.29M	1	3%	Increased
419	SAM Skyline Asset Management Chicago, Illinois	$17.3M	+$402K	1	1.22%	Increased
420	ZWJ Investment Counsel Atlanta, Georgia	$17M	+$3.15M	4	1.8%	Increased
421	Huntington National Bank Columbus, Ohio	$17M	-$643K	10	0.41%	Reduced
422	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$16.9M	-$67.6K	6	0.52%	Reduced
423	EA Ecofin Advisors London, United Kingdom	$16.9M	$0	1	2.81%	Maintained
424	ING Group Amsterdam, Netherlands	$16.8M	-$111M	4	0.21%	Reduced
425	GIM Greystone Investment Management Cincinnati, Ohio	$16.7M	-$191K	1	7.08%	Reduced