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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
451	DILH Dai-ichi Life Holdings Tokyo, Japan	$14.1M	+$1,000K	7	0.41%	Increased
452	Miller Howard Investments Kingston, New York	$14M	-$3.26M	2	0.22%	Reduced
453	SAM Skyline Asset Management Chicago, Illinois	$13.9M	+$614K	1	1%	Increased
454	United Capital Financial Advisors Irving, Texas	$13.9M	+$764K	8	0.21%	Increased
455	ARTA A.R.T. Advisors New York	$13.9M	-$6.99M	9	0.52%	Reduced
456	GE General Electric Evendale, Ohio	$13.8M	$0	1	0.03%	Maintained
457	PAM Paradigm Asset Management New York	$13.8M	-$2.09M	4	1.78%	Reduced
458	Truist Financial Charlotte, North Carolina	$13.8M	+$802K	5	0.4%	Increased
459	Whitebox Advisors Minneapolis, Minnesota	$13.7M	+$7.95M	2	0.55%	Increased
460	HM Payson & Co Portland, Maine	$13.6M	-$48.4K	5	0.68%	Reduced
461	Freestone Capital Holdings Seattle, Washington	$13.6M	-$12.2M	3	2.25%	Reduced
462	GRP Geologic Resource Partners Boston, Massachusetts	$13.6M	$0	1	13.38%	Maintained
463	BOH Bank of Hawaii Honolulu, Hawaii	$13.6M	-$707K	5	1.27%	Reduced
464	SIM Sentry Investment Management Stevens Point, Wisconsin	$13.5M	-$269K	7	0.66%	Reduced
465	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$13.5M	+$524K	4	1.85%	Increased
466	AL Agran Libbie Santa Monica, California	$13.4M	-$1.43M	2	3.18%	Reduced
467	CIM Contravisory Investment Management Norwell, Massachusetts	$13.3M	-$249K	1	2.69%	Reduced
468	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$13.1M	+$23.9K	2	2.86%	Increased
469	Meyer Handelman Company Rye Brook, New York	$13M	-$77.9K	3	0.58%	Reduced
470	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$12.9M	+$13.4M	1	1.52%	New
471	OI Oakbrook Investments Lisle, Illinois	$12.8M	+$84.6K	7	0.69%	Increased
472	SSB Sandy Spring Bank Olney, Maryland	$12.5M	-$52.3K	8	1.5%	Reduced
473	Kentucky Retirement Systems Frankfort, Kentucky	$12.5M	-$519K	7	0.92%	Reduced
474	AAA Adams Asset Advisors Dallas, Texas	$12.4M	-$111K	2	2.2%	Reduced
475	AMI Amica Mutual Insurance Providence, Rhode Island	$12.4M	$0	4	0.96%	Maintained