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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	Thompson Siegel & Walmsley Richmond, Virginia	$28.1M	-$313K	4	0.43%	Reduced
402	CGM Centenus Global Management New York	$27.8M	-$27.3M	2	3.81%	Reduced
403	HIM HughesLittle Investment Management Vancouver,	$27.7M	+$773K	1	9.42%	Increased
404	SEC Seven Eight Capital New York	$27.6M	+$1.94M	7	1.46%	Increased
405	Marshall Wace North America New York	$27.5M	+$10.4M	8	0.13%	Increased
406	Reinhart Partners Mequon, Wisconsin	$27.4M	-$777K	1	2.01%	Reduced
407	KSCM King Street Capital Management New York	$27.2M	-$33.4M	1	1.34%	Reduced
408	Huntington National Bank Columbus, Ohio	$27.1M	-$3.07M	13	0.41%	Reduced
409	South Dakota Investment Council Sioux Falls, South Dakota	$27M	-$5.68M	4	0.56%	Reduced
410	Smith Salley Wealth Management Greensboro, North Carolina	$26.8M	-$3.27K	2	3.54%	Reduced
411	AssetMark Inc Concord, California	$26.8M	-$283K	9	0.2%	Reduced
412	Donald Smith & Co New York	$26.8M	-$413	1	0.98%	Reduced
413	ZWJ Investment Counsel Atlanta, Georgia	$26.4M	-$1.33M	4	1.78%	Reduced
414	Eaton Vance Management Boston, Massachusetts	$26.3M	+$137K	7	0.05%	Increased
415	Andra AP-fonden Goteborg, Sweden	$26.3M	-$2.02M	6	0.75%	Reduced
416	Jupiter Asset Management London, United Kingdom	$26.3M	-$2.23M	1	0.81%	Reduced
417	Achmea Investment Management Zeist, Netherlands	$26.2M	+$1.53M	5	1.01%	Increased
418	CDH Charles D. Hyman	$26.1M	-$4.14K	2	2.56%	Reduced
419	Empyrean Capital Partners Los Angeles, California	$26.1M	+$3.1M	2	1.71%	Increased
420	OWIM Old West Investment Management Los Angeles, California	$26M	+$2.11M	6	9.58%	Increased
421	WesBanco Bank Wheeling, West Virginia	$26M	+$68.7K	4	1.19%	Increased
422	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$25.9M	-$162K	3	0.99%	Reduced
423	MCM Moerus Capital Management New York	$25.8M	-$3.07M	2	8.36%	Reduced
424	Capital Investment Advisors Atlanta, Georgia	$25.7M	-$4.02M	5	1.24%	Reduced
425	AC Alleghany Corporation New York	$25.7M	+$25.3M	1	1.19%	New