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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	NC Nokomis Capital Dallas, Texas	$27.9M	+$2.95M	2	9.42%	Increased
452	Miller Howard Investments Kingston, New York	$27.4M	+$981K	6	0.98%	Increased
453	YCM Yaupon Capital Management New York	$27.4M	-$23.8M	2	3.49%	Reduced
454	TC TownSquare Capital Provo, Utah	$27.3M	+$2.14M	9	0.5%	Increased
455	DFO Duquesne Family Office New York	$27.2M	+$24.5M	1	0.95%	New
456	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$27.1M	+$506K	18	0.03%	Increased
457	FRM Foundation Resource Management Little Rock, Arkansas	$27M	-$11.4K	1	4.49%	Reduced
458	Vestcor Inc Fredericton, New Brunswick, Canada	$26.9M	+$2.18M	9	0.98%	Increased
459	Railway Pension Investments London, United Kingdom	$26.8M	+$24.2M	1	0.27%	New
460	Crawford Investment Counsel Atlanta, Georgia	$26.7M	+$1.26M	6	0.54%	Increased
461	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$26.5M	+$3.03M	7	0.41%	Increased
462	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$26.5M	-$5.23M	3	8.48%	Reduced
463	EFI EHP Funds Inc Toronto, Canada	$26.5M	+$26.5M	1	6.5%	New
464	E. Ohman J:or Asset Management Stockholm, Sweden	$26.5M	+$1.73M	2	0.95%	Increased
465	Nissay Asset Management Tokyo, Japan	$26.5M	+$152K	7	0.23%	Increased
466	BlueCrest Capital Management St Helier, Jersey	$26.3M	+$23.1M	1	0.88%	Increased
467	Kayne Anderson Rudnick Investment Management Los Angeles, California	$26.2M	-$287K	6	0.07%	Reduced
468	Gotham Asset Management New York	$26M	-$9.12M	11	0.57%	Reduced
469	Oppenheimer & Co New York	$25.8M	-$1.49M	13	0.52%	Reduced
470	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$25.7M	-$3.38M	3	0.17%	Reduced
471	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$25.4M	+$236K	1	3.5%	Increased
472	Walleye Capital New York	$25.3M	+$806K	8	0.09%	Increased
473	SM Soapstone Management Bethesda, Maryland	$25.2M	-$4.15M	1	11.24%	Reduced
474	VV Verity & Verity Beaufort, South Carolina	$25.1M	+$375K	2	3.07%	Increased
475	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$25M	-$1.9M	9	0.24%	Reduced