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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
426	VE Vega Energy New York	$13M	+$13.6M	1	8.91%	New
427	Miller Howard Investments Kingston, New York	$12.8M	+$400K	2	0.28%	Increased
428	KCM Kanawha Capital Management Richmond, Virginia	$12.8M	+$354K	2	2.64%	Increased
429	DILH Dai-ichi Life Holdings Tokyo, Japan	$12.6M	-$1.47M	7	0.44%	Reduced
430	NG NatWest Group Edinburgh, Scotland, United Kingdom	$12.6M	-$4.97M	7	0.36%	Reduced
431	Thompson Siegel & Walmsley Richmond, Virginia	$12.6M	-$70.6K	3	0.27%	Reduced
432	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$12.5M	+$2.84M	2	0.03%	Increased
433	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$12.5M	-$6.29M	4	1.58%	Reduced
434	FQ First Quadrant Glendale, California	$12.5M	-$1.21M	4	0.32%	Reduced
435	PineBridge Investments New York	$12.4M	+$9.73M	5	0.39%	Increased
436	QS Batterymarch Financial Management New York	$12.4M	-$4.79M	8	0.27%	Reduced
437	GHA GW Henssler & Associates Kennesaw, Georgia	$12.3M	+$58.3K	2	1.59%	Increased
438	SM Seminole Management New York	$12M	$0	1	0.76%	Maintained
439	IMOV Investment Management of Virginia Richmond, Virginia	$11.9M	-$370K	4	2.29%	Reduced
440	Scout Investments Kansas City, Missouri	$11.9M	-$19.9M	1	0.08%	Reduced
441	PRC Platte River Capital Denver, Colorado	$11.8M	-$989K	2	1.46%	Reduced
442	Donaldson Capital Management Evansville, Indiana	$11.7M	+$229K	2	2.48%	Increased
443	KCM Kames Capital Management Edinburgh, United Kingdom	$11.7M	-$1.54M	2	0.36%	Reduced
444	GAI General American Investors New York	$11.7M	+$556K	1	1.02%	Increased
445	HBK Investments Dallas, Texas	$11.6M	-$1.33M	7	0.17%	Reduced
446	CCC Chelsea Counsel Company Los Angeles, California	$11.6M	+$951K	2	2.4%	Increased
447	RCYC Richard C. Young & Co Newport, Rhode Island	$11.4M	+$895K	2	2.59%	Increased
448	Braun Stacey Associates New York	$11.3M	-$651K	2	0.7%	Reduced
449	Rockefeller Financial Services New York	$11.3M	+$614K	2	0.26%	Increased
450	CDH Charles D. Hyman	$11.3M	-$208K	1	2.24%	Reduced