← All themes

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	Donaldson Capital Management Evansville, Indiana	$22.5M	+$1.51M	2	1.63%	Increased
427	TSS Two Sigma Securities New York	$22.3M	-$2.21M	3	0.5%	Reduced
428	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$22.2M	+$9.89M	2	2.97%	Increased
429	KCM Kensico Capital Management Greenwich, Connecticut	$22.2M	+$27.2M	1	0.47%	New
430	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$21.9M	+$1.27M	13	0.07%	Increased
431	Reinhart Partners Mequon, Wisconsin	$21.8M	-$311K	1	1.66%	Reduced
432	MIM Manitou Investment Management Toronto, Ontario, Canada	$21.8M	+$1.86K	1	5.59%	Increased
433	Private Advisor Group Morristown, New Jersey	$21.7M	+$1.84M	14	0.3%	Increased
434	MUFG Securities EMEA London, United Kingdom	$21.5M	-$19.6M	5	0.19%	Reduced
435	CAPTRUST Financial Advisors Raleigh, North Carolina	$21.4M	+$2.48M	15	0.35%	Increased
436	Första AP-fonden Stockholm, Sweden	$21.4M	-$7.99M	4	0.56%	Reduced
437	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$21M	+$1.03M	3	3.14%	Increased
438	KS Karpas Strategies Litchfield, Connecticut	$21M	-$668	2	10.09%	Reduced
439	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$20.9M	+$7.12M	2	3.41%	Increased
440	Nissay Asset Management Tokyo, Japan	$20.8M	+$213K	6	0.4%	Increased
441	Oregon Public Employees Retirement Fund Tigard, Oregon	$20.8M	-$18M	8	0.31%	Reduced
442	Huntington National Bank Columbus, Ohio	$20.8M	-$1.74M	13	0.33%	Reduced
443	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$20.7M	+$46.8K	4	4%	Increased
444	TC Towle & Co Denver, Colorado	$20.6M	+$567K	1	3.85%	Increased
445	LCP LGT Capital Partners Pfaeffikon, Switzerland	$20.5M	-$164K	1	1.02%	Reduced
446	ST Sabal Trust St. Petersburg, Florida	$20.2M	-$19.1M	2	1.89%	Reduced
447	AssetMark Inc Concord, California	$20.1M	-$2.99M	7	0.14%	Reduced
448	Daiwa Securities Group Tokyo, Japan	$19.9M	$0	7	0.42%	Maintained
449	AGA Altrinsic Global Advisors Stamford, Connecticut	$19.8M	-$630K	1	0.86%	Reduced
450	EA Ecofin Advisors London, United Kingdom	$19.8M	+$690K	3	10.84%	Increased