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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	LCP LGT Capital Partners Pfaeffikon, Switzerland	$16.1M	-$170K	1	1.83%	Reduced
427	Commerce Bank Kansas City, Missouri	$16M	+$980K	8	0.23%	Increased
428	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$16M	+$255K	4	0.98%	Increased
429	MPM Meritage Portfolio Management Overland Park, Kansas	$15.9M	-$444K	3	1.67%	Reduced
430	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$15.9M	-$4.62M	1	1.08%	Reduced
431	Veritable Wilmington, Delaware	$15.8M	+$1.49M	8	0.38%	Increased
432	DJSG D.J. St. Germain Springfield, Massachusetts	$15.8M	-$160K	3	2.2%	Reduced
433	Welch Group Birmingham, Alabama	$15.7M	+$605K	2	2.96%	Increased
434	Ferguson Wellman Capital Management Portland, Oregon	$15.7M	-$218K	4	0.6%	Reduced
435	Atalanta Sosnoff Capital New York	$15.6M	-$1.17M	1	0.55%	Reduced
436	Rockefeller Financial Services New York	$15.5M	-$231K	2	0.31%	Reduced
437	Quadrature Capital London, United Kingdom	$15.4M	-$9.69M	6	1.11%	Reduced
438	Profund Advisors Bethesda, Maryland	$15.3M	-$2.42M	8	0.69%	Reduced
439	Castleark Management Chicago, Illinois	$15.3M	-$1.72M	1	0.48%	Reduced
440	Gratus Capital Atlanta, Georgia	$15M	+$618K	2	2.16%	Increased
441	SCM Stevens Capital Management Radnor, Pennsylvania	$15M	-$4.58M	5	0.57%	Reduced
442	Amalgamated Bank New York	$14.9M	+$617K	9	0.74%	Increased
443	VanEck Associates New York	$14.9M	-$466K	9	0.07%	Reduced
444	Brown Advisory Baltimore, Maryland	$14.8M	-$384K	6	0.05%	Reduced
445	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$14.7M	-$2.52M	12	0.13%	Reduced
446	WIC Willis Investment Counsel Gainesville, Georgia	$14.6M	+$136K	1	1.1%	Increased
447	Destination Wealth Management Walnut Creek, California	$14.6M	+$462K	2	1%	Increased
448	Country Trust Bank Bloomington, Illinois	$14.5M	-$139K	3	0.72%	Reduced
449	Heritage Investors Management Corp Bethesda, Maryland	$14.5M	+$274K	3	0.99%	Increased
450	IEFM IQ EQ Fund Management Dublin 2, Ireland	$14.4M	-$175K	2	2.71%	Reduced