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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	RT Rockland Trust Hanover, Massachusetts	$18M	+$521K	1	2.7%	Increased
427	IC InterOcean Capital Chicago, Illinois	$17.9M	+$2.05M	1	2.66%	Increased
428	Castle Hook Partners New York	$17.7M	+$16.3M	1	0.57%	New
429	Welch Group Birmingham, Alabama	$17.6M	-$274K	2	2.95%	Reduced
430	KCM Kanawha Capital Management Richmond, Virginia	$17.5M	-$1.71M	3	2.67%	Reduced
431	Vaughan Nelson Investment Management Houston, Texas	$17.4M	+$14.9M	2	0.21%	Increased
432	Bridgeway Capital Management Houston, Texas	$17.4M	-$743K	3	0.2%	Reduced
433	Norinchukin Bank Tokyo, Japan	$17.3M	+$541K	7	0.34%	Increased
434	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.2M	$0	7	0.82%	Maintained
435	CM CS McKee Pittsburgh, Pennsylvania	$17M	-$136K	1	1.31%	Reduced
436	AIM Assured Investment Management New York	$16.9M	+$11.9M	5	0.35%	Increased
437	MPM Meritage Portfolio Management Overland Park, Kansas	$16.8M	-$214K	3	1.65%	Reduced
438	Fort Washington Investment Advisors Cincinnati, Ohio	$16.7M	+$471K	4	0.26%	Increased
439	Thornburg Investment Management Santa Fe, New Mexico	$16.6M	+$3.25M	1	0.12%	Increased
440	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$16.6M	-$16.2K	5	0.59%	Reduced
441	CDH Charles D. Hyman	$16.5M	-$269K	1	2.05%	Reduced
442	Veritable Wilmington, Delaware	$16.5M	-$182K	7	0.35%	Reduced
443	Commerce Bank Kansas City, Missouri	$16.3M	+$424K	9	0.22%	Increased
444	TIAA FSB Jacksonville, Florida	$16.3M	+$1.52M	6	0.1%	Increased
445	Todd Asset Management Louisville, Kentucky	$16.2M	-$652K	2	0.45%	Reduced
446	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$16.2M	-$5.3M	1	0.36%	Reduced
447	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$16.1M	+$819K	9	1.7%	Increased
448	JCM Janney Capital Management Pittsburgh, Pennsylvania	$16.1M	-$334K	1	0.69%	Reduced
449	NEAM New England Asset Management Farmington, Connecticut	$16M	+$8.76K	5	0.36%	Increased
450	WAMC Western Asset Management Company Pasadena, California	$16M	$0	1	7.32%	Maintained