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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	Stephens Inc Little Rock, Arkansas	$12.3M	-$865K	5	0.64%	Reduced
452	Crawford Investment Counsel Atlanta, Georgia	$12.2M	+$1.97M	2	0.53%	Increased
453	Marshall Wace London, United Kingdom	$12.2M	+$8.14M	3	0.15%	Increased
454	TCM Twin Capital Management Mcmurray, Pennsylvania	$12M	+$805K	5	1.14%	Increased
455	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$11.9M	+$346K	2	2.47%	Increased
456	BOH Bank of Hawaii Honolulu, Hawaii	$11.9M	-$327K	3	1.38%	Reduced
457	Intact Investment Management Montreal, Quebec, Canada	$11.9M	-$1.95M	2	0.53%	Reduced
458	ACM Argent Capital Management St Louis, Missouri	$11.8M	+$5.15M	1	0.59%	Increased
459	DJSG D.J. St. Germain Springfield, Massachusetts	$11.8M	+$2.29M	2	1.98%	Increased
460	Adams Diversified Equity Fund Baltimore, Maryland	$11.8M	-$1.07M	2	0.85%	Reduced
461	IMOV Investment Management of Virginia Richmond, Virginia	$11.7M	-$5.57M	4	3.1%	Reduced
462	AL Agran Libbie Santa Monica, California	$11.7M	-$130K	2	3.26%	Reduced
463	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$11.7M	-$1.95M	5	1.63%	Reduced
464	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$11.6M	-$1.86M	3	1.08%	Reduced
465	PCM Pennant Capital Management Summit, New Jersey	$11.6M	-$2.54M	1	0.25%	Reduced
466	AMI Amica Mutual Insurance Providence, Rhode Island	$11.5M	$0	4	1.09%	Maintained
467	WPC Waters Parkerson & Co New Orleans, Louisiana	$11.4M	+$505K	3	1.45%	Increased
468	National Rural Electric Cooperative Association Arlington, Virginia	$11.3M	+$10.9M	1	0.22%	New
469	Raymond James Trust St. Petersburg, Florida	$11.2M	+$1.64M	6	1.27%	Increased
470	Heritage Investors Management Corp Bethesda, Maryland	$11.2M	+$847K	3	0.93%	Increased
471	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$11.2M	+$9.83M	3	3.76%	Increased
472	QAM QCI Asset Management Pittsford, New York	$11.2M	+$1.36M	6	1.83%	Increased
473	PTC Petrus Trust Company Dallas, Texas	$11.2M	+$12.4M	1	2.37%	New
474	Verition Fund Management Greenwich, Connecticut	$11.1M	-$933K	3	2.9%	Reduced
475	ESBC E.S. Barr & Co Lexington, Kentucky	$11.1M	-$151K	1	1.42%	Reduced