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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	Welch Group Birmingham, Alabama	$26.2M	+$377K	3	2.73%	Increased
402	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$26M	+$721K	1	0.58%	Increased
403	Private Management Group Irvine, California	$25.7M	-$591K	1	1.21%	Reduced
404	AGA Altrinsic Global Advisors Stamford, Connecticut	$25.7M	-$6.8M	1	1.16%	Reduced
405	FCM Fairholme Capital Management South Miami, Florida	$25.3M	-$511K	1	4.22%	Reduced
406	Employees Retirement System of Texas Austin, Texas	$25.1M	-$9.29M	9	0.33%	Reduced
407	Advisor Group Phoenix, Arizona	$25M	+$3.41M	21	0.25%	Increased
408	River Road Asset Management Louisville, Kentucky	$25M	+$7.07M	1	0.52%	Increased
409	Financial Engines Advisors Santa Clara, California	$24.9M	+$9.29M	1	0.47%	Increased
410	Ninety One (UK) London, United Kingdom	$24.8M	+$2.76M	2	0.09%	Increased
411	CIM Castleton Investment Management Stamford, Connecticut	$24.8M	+$11.7M	4	9.51%	Increased
412	Norinchukin Bank Tokyo, Japan	$24.6M	+$2.68M	7	0.33%	Increased
413	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$24.3M	+$591K	3	3.32%	Increased
414	Foresters Investment Management New York	$24.3M	+$1.64M	2	0.38%	Increased
415	LCP LGT Capital Partners Pfaeffikon, Switzerland	$24.2M	+$347K	1	1.88%	Increased
416	Stephens Inc Little Rock, Arkansas	$24.1M	-$623K	8	0.6%	Reduced
417	Oppenheimer & Co New York	$24M	+$1.14M	7	0.61%	Increased
418	FCM Flinton Capital Management Philadelphia, Pennsylvania	$23.8M	-$676K	8	0.74%	Reduced
419	6CM 683 Capital Management New York	$23.6M	-$3.56M	1	1.53%	Reduced
420	BFS Baskin Financial Services Toronto, Ontario, Canada	$23.5M	+$526K	1	4.26%	Increased
421	Artemis Investment Management Edinburgh, United Kingdom	$23.5M	+$359K	1	0.26%	Increased
422	Capital Fund Management (CFM) Paris, France	$23.1M	-$4.34M	6	0.13%	Reduced
423	United Capital Financial Advisors Irving, Texas	$23M	+$1.11M	8	0.16%	Increased
424	Bridgewater Associates Westport, Connecticut	$22.6M	-$34.7M	4	0.23%	Reduced
425	IC InterOcean Capital Chicago, Illinois	$22.4M	+$1.32M	1	2.34%	Increased