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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	Heritage Wealth Advisors Richmond, Virginia	$49.3M	+$1.76M	8	2.22%	Increased
452	Parallax Volatility Advisers San Francisco, California	$48.5M	+$38M	8	0.1%	Increased
453	GAI General American Investors New York	$48.5M	+$10.2M	3	3.37%	Increased
454	CC Cadinha & Co Honolulu, Hawaii	$47.4M	+$807K	3	8.8%	Increased
455	Junto Capital Management New York	$47.4M	-$45.5M	1	0.97%	Reduced
456	William Blair & Company Chicago, Illinois	$47.1M	+$4.39M	13	0.15%	Increased
457	Carson Wealth (CWM LLC) Omaha, Nebraska	$47.1M	+$2.49M	28	0.22%	Increased
458	E. Ohman J:or Asset Management Stockholm, Sweden	$47M	-$6.18M	2	1.17%	Reduced
459	NIP Nicholas Investment Partners Rancho Santa Fe, California	$46.7M	+$9.36M	5	4.84%	Increased
460	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$46.5M	+$5.71M	9	0.55%	Increased
461	TCW Group Los Angeles, California	$46.4M	+$34M	6	0.41%	Increased
462	SFM Systematic Financial Management Teaneck, New Jersey	$46.2M	-$8.21M	4	1.4%	Reduced
463	NewEdge Advisors New Orleans, Louisiana	$45.9M	+$9.61M	27	0.33%	Increased
464	Glenmede Trust Philadelphia, Pennsylvania	$45.5M	+$1.64M	14	0.23%	Increased
465	Rathbones Group Liverpool, United Kingdom	$45.2M	+$10.9M	12	0.25%	Increased
466	NSCM New South Capital Management Memphis, Tennessee	$45M	+$154K	1	2.01%	Increased
467	Brinker Capital Investments Berwyn, Pennsylvania	$45M	+$2.14M	15	0.47%	Increased
468	Orion Portfolio Solutions Omaha, Nebraska	$45M	+$2.14M	15	0.47%	Increased
469	Intact Investment Management Montreal, Quebec, Canada	$44.3M	-$20.5M	6	1.66%	Reduced
470	ACM Alua Capital Management New York	$44.2M	+$40.9M	1	1.92%	New
471	NCA Newbrook Capital Advisors New York	$44M	+$12.2M	2	6.47%	Increased
472	Scout Investments Kansas City, Missouri	$43.8M	+$26.9M	3	1.18%	Increased
473	TIAA Trust, National Association Charlotte, North Carolina	$43.7M	+$9.98M	7	0.14%	Increased
474	Wedge Capital Management Charlotte, North Carolina	$43.6M	+$1.82M	4	0.77%	Increased
475	Temasek Holdings Singapore	$43.5M	+$40.2M	1	0.2%	New