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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	ACC Accident Compensation Corp Wellington, New Zealand	$17.3M	+$2.24M	4	4.6%	Increased
402	JAM JCIC Asset Management Toronto, Ontario, Canada	$17.3M	-$1.5M	1	5.46%	Reduced
403	BFS Baskin Financial Services Toronto, Ontario, Canada	$17.3M	+$182K	1	4.53%	Increased
404	PWAG Polaris Wealth Advisory Group San Rafael, California	$17.2M	+$1.09M	2	2.06%	Increased
405	Financial Engines Advisors Santa Clara, California	$17.2M	-$1.03M	1	13.73%	Reduced
406	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$17.1M	+$2.94M	12	0.21%	Increased
407	RT Rockland Trust Hanover, Massachusetts	$16.9M	+$477K	2	2.93%	Increased
408	Ferguson Wellman Capital Management Portland, Oregon	$16.9M	-$883K	5	0.72%	Reduced
409	Norinchukin Bank Tokyo, Japan	$16.9M	-$3.89M	7	0.41%	Reduced
410	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$16.8M	-$1.7M	4	1.42%	Reduced
411	IRF IBM Retirement Fund Armonk, New York	$16.8M	-$6.2M	8	0.85%	Reduced
412	MPM Meritage Portfolio Management Overland Park, Kansas	$16.7M	-$168K	3	1.83%	Reduced
413	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$16.6M	+$1.62M	7	0.36%	Increased
414	CDH Charles D. Hyman	$16.6M	+$512K	1	2.46%	Increased
415	Daiwa Securities Group Tokyo, Japan	$16.6M	+$828K	7	0.1%	Increased
416	SCM Stevens Capital Management Radnor, Pennsylvania	$16.6M	-$10.1M	6	0.69%	Reduced
417	TCW Group Los Angeles, California	$16.6M	+$275K	6	0.13%	Increased
418	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$16.5M	-$122K	5	0.48%	Reduced
419	Sit Investment Associates Minneapolis, Minnesota	$16.3M	+$16.7M	1	0.43%	New
420	Advisor Group Phoenix, Arizona	$16.1M	+$994K	17	0.39%	Increased
421	BG Bollard Group Boston, Massachusetts	$16M	+$4.16M	5	1.02%	Increased
422	RG Renaissance Group Covington, Kentucky	$16M	-$40.3K	2	0.65%	Reduced
423	Starboard Value New York	$15.8M	-$13.2M	1	0.43%	Reduced
424	CC Cipher Capital New York	$15.6M	-$2.74M	5	0.96%	Reduced
425	Miller Howard Investments Kingston, New York	$15.3M	-$2.74M	2	0.28%	Reduced