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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	RCM Riverhead Capital Management Wilmington, Delaware	$16.2M	-$4.35M	11	1%	Reduced
427	TCW Group Los Angeles, California	$16.1M	-$384K	6	0.12%	Reduced
428	CDH Charles D. Hyman	$16M	+$71.2K	1	2.25%	Increased
429	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.9M	+$104K	5	0.47%	Increased
430	MPM Meritage Portfolio Management Overland Park, Kansas	$15.9M	-$482K	3	1.73%	Reduced
431	DJSG D.J. St. Germain Springfield, Massachusetts	$15.9M	+$795K	3	2.15%	Increased
432	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$15.5M	+$20.4K	4	1.01%	Increased
433	Ferguson Wellman Capital Management Portland, Oregon	$15.4M	-$817K	5	0.63%	Reduced
434	Burney Company Reston, Virginia	$15.4M	+$5.25M	5	1.04%	Increased
435	Norinchukin Bank Tokyo, Japan	$15.1M	-$1.59M	7	0.35%	Reduced
436	Welch Group Birmingham, Alabama	$15M	+$474K	2	2.92%	Increased
437	CCM Cadence Capital Management Boston, Massachusetts	$14.8M	+$9.26M	8	1.04%	Increased
438	Miller Howard Investments Kingston, New York	$14.8M	-$919K	2	0.28%	Reduced
439	Commerce Bank Kansas City, Missouri	$14.8M	+$266K	7	0.22%	Increased
440	LCP LGT Capital Partners Pfaeffikon, Switzerland	$14.8M	+$1.49M	1	2.01%	Increased
441	BOK Financial Tulsa, Oklahoma	$14.8M	+$738K	9	0.49%	Increased
442	JP Morgan Private Wealth Advisors San Francisco, California	$14.7M	+$1.53M	8	0.13%	Increased
443	Brown Advisory Baltimore, Maryland	$14.7M	-$306K	6	0.05%	Reduced
444	IEFM IQ EQ Fund Management Dublin 2, Ireland	$14.7M	+$116K	2	2.67%	Increased
445	JAM JCIC Asset Management Toronto, Ontario, Canada	$14.6M	-$1.71M	1	4.95%	Reduced
446	VanEck Associates New York	$14.6M	-$192K	9	0.07%	Reduced
447	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$14.4M	+$834K	8	0.51%	Increased
448	WIC Willis Investment Counsel Gainesville, Georgia	$14.3M	+$437K	1	1.07%	Increased
449	Castleark Management Chicago, Illinois	$14.3M	-$796K	1	0.46%	Reduced
450	WPC Waters Parkerson & Co New Orleans, Louisiana	$14.3M	-$513K	3	1.44%	Reduced