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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	PC Paulson & Co New York	$26.2M	-$5.7M	1	0.53%	Reduced
427	FCM Flinton Capital Management Philadelphia, Pennsylvania	$26M	+$291K	7	0.81%	Increased
428	SAM Securian Asset Management St Paul, Minnesota	$26M	-$1.22M	8	0.6%	Reduced
429	ZWJ Investment Counsel Atlanta, Georgia	$25.7M	+$218K	3	2.01%	Increased
430	Private Advisor Group Morristown, New Jersey	$25.7M	-$486K	7	0.4%	Reduced
431	Commerce Bank Kansas City, Missouri	$25.7M	+$6.03M	8	0.26%	Increased
432	BC Blackstart Capital New York	$25.6M	-$15.9M	3	13.49%	Reduced
433	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$25.6M	+$123K	14	0.1%	Increased
434	Smith Salley Wealth Management Greensboro, North Carolina	$25.6M	+$1.06M	2	3.64%	Increased
435	CIBC World Markets New York	$25.5M	-$50.3M	5	0.24%	Reduced
436	Eaton Vance Management Boston, Massachusetts	$25.5M	-$2.61M	7	0.05%	Reduced
437	WesBanco Bank Wheeling, West Virginia	$25.5M	-$93.5K	5	1.27%	Reduced
438	CDH Charles D. Hyman	$25.3M	-$141K	2	2.65%	Reduced
439	QIM Quantitative Investment Management Charlottesville, Virginia	$25.3M	+$4.6M	7	1.35%	Increased
440	WBC Westpac Banking Corp Sydney, Australia	$25.1M	+$5M	9	0.35%	Increased
441	BA Boston Advisors Boston, Massachusetts	$25M	-$163K	5	1.3%	Reduced
442	Polar Asset Management Partners Toronto, Ontario, Canada	$24.8M	+$21.6M	2	0.44%	Increased
443	HIM HughesLittle Investment Management Vancouver,	$24.7M	$0	1	9.17%	Maintained
444	Donald Smith & Co New York	$24.6M	+$11.2K	1	0.94%	Increased
445	OWIM Old West Investment Management Los Angeles, California	$24.4M	+$4.22M	6	14.3%	Increased
446	Achmea Investment Management Zeist, Netherlands	$24.3M	+$6.44M	5	0.96%	Increased
447	William Blair & Company Chicago, Illinois	$24.3M	+$352K	7	0.14%	Increased
448	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$24M	+$2.71M	3	1%	Increased
449	CQS Credential Qtrade Securities Vancouver,	$23.8M	+$1.62M	3	3.68%	Increased
450	Carillon Tower Advisers St. Petersburg, Florida	$23.8M	-$528K	1	0.17%	Reduced