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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	FCM Flinton Capital Management Philadelphia, Pennsylvania	$17.7M	+$17.5M	8	0.78%	New
402	JCM Janney Capital Management Pittsburgh, Pennsylvania	$17.6M	-$512K	1	0.81%	Reduced
403	AIA Affinity Investment Advisors Newport Beach, California	$17.6M	-$3.34M	2	1.66%	Reduced
404	AHL Partners London, United Kingdom	$17.6M	+$9.22M	4	0.54%	Increased
405	BSPF British Steel Pension Fund London, United Kingdom	$17.5M	-$3M	2	2.2%	Reduced
406	ACC Accident Compensation Corp Wellington, New Zealand	$17.5M	+$715K	4	4.58%	Increased
407	Nomura Holdings Tokyo, Japan	$17.4M	+$10.5M	8	0.04%	Increased
408	Weiss Multi-Strategy Advisers New York	$17.3M	+$8.23M	3	0.84%	Increased
409	DAM Dorsey Asset Management Chicago, Illinois	$17.3M	+$17.9M	1	16.2%	New
410	Todd Asset Management Louisville, Kentucky	$17.3M	-$4.82M	2	0.52%	Reduced
411	Profund Advisors Bethesda, Maryland	$17.2M	-$3.5M	9	0.79%	Reduced
412	IRF IBM Retirement Fund Armonk, New York	$17.2M	-$305K	8	0.73%	Reduced
413	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$17M	+$330K	12	0.18%	Increased
414	WI Wafra Inc New York	$16.9M	-$784K	2	0.92%	Reduced
415	William Blair & Company Chicago, Illinois	$16.9M	+$3.86M	7	0.15%	Increased
416	RC Randolph Company Cincinnati, Ohio	$16.8M	+$19.7K	1	3.44%	Increased
417	BFS Baskin Financial Services Toronto, Ontario, Canada	$16.7M	+$501K	1	4.11%	Increased
418	CHA Cedar Hill Associates Chicago, Illinois	$16.7M	-$111K	1	2.8%	Reduced
419	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$16.6M	-$60.6K	7	0.32%	Reduced
420	Atalanta Sosnoff Capital New York	$16.6M	-$4.01M	2	0.59%	Reduced
421	FA FDx Advisors Chicago, Illinois	$16.6M	+$8.2M	7	0.48%	Increased
422	BG Bollard Group Boston, Massachusetts	$16.4M	+$318K	5	1.07%	Increased
423	RT Rockland Trust Hanover, Massachusetts	$16.2M	-$7.38K	1	2.6%	Reduced
424	Commerzbank Aktiengesellschaft Frankfurt, Germany	$16.2M	+$6.83M	12	0.24%	Increased
425	Sterling Capital Management Charlotte, North Carolina	$16.2M	+$4.31M	4	0.15%	Increased