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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	Schroder Investment Management Group London, United Kingdom	$23.5M	-$14.5M	11	0.04%	Reduced
402	FCM Flinton Capital Management Philadelphia, Pennsylvania	$23.4M	+$1.66M	8	0.79%	Increased
403	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.3M	$0	1	1.87%	Maintained
404	Private Management Group Irvine, California	$23.1M	-$252K	1	1.24%	Reduced
405	Creative Planning Overland Park, Kansas	$23.1M	+$199K	13	0.09%	Increased
406	ST Sabal Trust St. Petersburg, Florida	$23M	+$2.65M	3	2.2%	Increased
407	Oppenheimer & Co New York	$22.7M	+$1.67M	7	0.58%	Increased
408	Advisor Group Phoenix, Arizona	$22.5M	-$255K	19	0.31%	Reduced
409	Orbis Allan Gray Hamilton, Bermuda	$22.4M	+$1.17M	1	0.13%	Increased
410	United Capital Financial Advisors Irving, Texas	$22.1M	+$847K	8	0.17%	Increased
411	Seizert Capital Partners Birmingham, Michigan	$22M	-$4.57M	1	0.8%	Reduced
412	Jupiter Asset Management London, United Kingdom	$21.9M	+$111K	1	0.67%	Increased
413	Capital Fund Management (CFM) Paris, France	$21.9M	-$52.9M	7	0.13%	Reduced
414	FCM Fairholme Capital Management South Miami, Florida	$21.6M	+$20.1M	1	3.09%	New
415	CIM Castleton Investment Management Stamford, Connecticut	$21.6M	+$8.02M	5	7.9%	Increased
416	BOK Financial Tulsa, Oklahoma	$21.6M	-$1.56M	8	0.61%	Reduced
417	Capital Investment Advisors Atlanta, Georgia	$21.5M	+$3.76M	5	1.4%	Increased
418	SAM Securian Asset Management St Paul, Minnesota	$21.2M	-$809K	8	0.54%	Reduced
419	LCP LGT Capital Partners Pfaeffikon, Switzerland	$21.2M	+$2.2M	1	1.81%	Increased
420	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$21.1M	+$642K	3	2.97%	Increased
421	ELC Edgar Lomax Company Kingstowne, Virginia	$21M	+$3.13M	1	1.51%	Increased
422	PC Precocity Capital Stamford, Connecticut	$20.8M	+$2.9M	1	4.2%	Increased
423	DF Donoghue Forlines Boston, Massachusetts	$20.8M	-$2.95M	2	1.81%	Reduced
424	SHA Shelter Harbor Advisors Weatogue, Connecticut	$20.8M	+$10.4M	2	10.58%	Increased
425	Winton Group London, United Kingdom	$20.6M	-$2.96M	8	0.58%	Reduced