← 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
476	Barings Charlotte, North Carolina	$10.4M	+$593K	8	0.43%	Increased
477	HM Payson & Co Portland, Maine	$10.4M	-$501K	4	0.56%	Reduced
478	HSA Hussman Strategic Advisors Ellicott City, Maryland	$10.3M	+$159K	5	0.74%	Increased
479	ARTA A.R.T. Advisors New York	$10.3M	-$1.23M	6	0.55%	Reduced
480	Moore Capital Management New York	$10.3M	+$7.3M	2	0.16%	Increased
481	RT Rockland Trust Hanover, Massachusetts	$10.2M	+$823K	2	2.45%	Increased
482	Creative Planning Overland Park, Kansas	$10M	+$722K	19	0.17%	Increased
483	EA Euclid Advisors Hartford, Connecticut	$9.98M	-$508K	1	0.08%	Reduced
484	CAM Carret Asset Management New York	$9.98M	-$48.8K	3	2.04%	Reduced
485	Meyer Handelman Company Rye Brook, New York	$9.92M	-$38.2K	3	0.48%	Reduced
486	KGI Kopernik Global Investors Tampa, Florida	$9.85M	+$9M	2	15.85%	New
487	KIM Kestrel Investment Management San Mateo, California	$9.78M	-$5.54M	1	1.2%	Reduced
488	Walleye Trading New York	$9.77M	+$6.94M	8	0.09%	Increased
489	SCM SKBA Capital Management San Francisco, California	$9.73M	-$782K	2	1.14%	Reduced
490	ANI American National Insurance Galveston, Texas	$9.73M	$0	4	0.63%	Maintained
491	Norinchukin Bank Tokyo, Japan	$9.72M	-$1.45M	7	0.26%	Reduced
492	AIM Atlantic Investment Management New York	$9.7M	-$10.1M	1	0.76%	Reduced
493	Aristotle Capital Management Los Angeles, California	$9.56M	+$5.15M	1	0.15%	Increased
494	PRCM Pine River Capital Management Minnetonka, Minnesota	$9.53M	+$9.85M	1	0.12%	New
495	ESBC E.S. Barr & Co Lexington, Kentucky	$9.51M	-$298K	1	1.18%	Reduced
496	Central Trust Company Jefferson City, Missouri	$9.39M	-$524K	10	0.79%	Reduced
497	WIC Willis Investment Counsel Gainesville, Georgia	$9.37M	-$26.1K	1	0.43%	Reduced
498	AC Ascend Capital Orinda, California	$9.36M	+$8.96M	1	0.28%	New
499	MUFG Americas New York	$9.29M	-$927K	9	0.31%	Reduced
500	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.29M	-$7.01M	7	0.5%	Reduced