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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	NIMC NWQ Investment Management Company Los Angeles, California	$15.3M	+$17.2M	1	0.22%	New
427	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$15.2M	-$136K	4	1.02%	Reduced
428	DCM Dupont Capital Management Wilmington, Delaware	$15.2M	-$140K	4	0.34%	Reduced
429	FQ First Quadrant Glendale, California	$15.2M	-$7.51M	5	0.32%	Reduced
430	Welch Group Birmingham, Alabama	$15.1M	-$463K	2	3%	Reduced
431	DL Delta Lloyd Amsterdam, Netherlands	$15M	+$1.97M	8	0.47%	Increased
432	Brown Advisory Baltimore, Maryland	$14.9M	-$1.02M	7	0.05%	Reduced
433	VanEck Associates New York	$14.9M	-$1.04M	10	0.07%	Reduced
434	Virtu KCG Holdings New York	$14.8M	+$1.18M	16	0.35%	Increased
435	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$14.8M	+$269K	2	2.65%	Increased
436	HSA Hussman Strategic Advisors Ellicott City, Maryland	$14.7M	$0	7	2.43%	Maintained
437	CEP Chicago Equity Partners Chicago, Illinois	$14.7M	-$8.81M	3	0.41%	Reduced
438	Orbis Allan Gray Hamilton, Bermuda	$14.7M	-$1.59M	1	0.1%	Reduced
439	DJSG D.J. St. Germain Springfield, Massachusetts	$14.7M	-$67.5K	3	2.05%	Reduced
440	EARNEST Partners Atlanta, Georgia	$14.7M	-$434K	1	0.15%	Reduced
441	Veritable Wilmington, Delaware	$14.6M	+$498K	8	0.37%	Increased
442	Castleark Management Chicago, Illinois	$14.6M	-$278K	1	0.44%	Reduced
443	WPC Waters Parkerson & Co New Orleans, Louisiana	$14.5M	+$236K	3	1.49%	Increased
444	WIC Willis Investment Counsel Gainesville, Georgia	$14.5M	+$740K	1	1.16%	Increased
445	Commerce Bank Kansas City, Missouri	$14.5M	-$519K	7	0.22%	Reduced
446	ACM Argent Capital Management St Louis, Missouri	$14.3M	-$51.5K	1	0.61%	Reduced
447	Becker Capital Management Portland, Oregon	$14.3M	-$661K	1	0.56%	Reduced
448	Heritage Investors Management Corp Bethesda, Maryland	$14.2M	+$192K	3	1.05%	Increased
449	MPAM Monarch Partners Asset Management Boston, Massachusetts	$14.2M	-$594K	1	1.34%	Reduced
450	LCP LGT Capital Partners Pfaeffikon, Switzerland	$14.2M	-$1.46M	1	1.99%	Reduced