← 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	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$11.7M	+$45K	2	2.57%	Increased
477	KMC Kirr Marbach & Co Columbus, Indiana	$11.7M	+$11.7M	1	2.05%	New
478	TCW Group Los Angeles, California	$11.7M	-$33.9M	7	0.08%	Reduced
479	WRBC W.R. Berkley Corp Greenwich, Connecticut	$11.6M	+$11.7M	1	1.24%	New
480	BM Bridger Management New York	$11.6M	$0	1	0.37%	Maintained
481	BOH Bank of Hawaii Honolulu, Hawaii	$11.5M	-$532K	4	1.2%	Reduced
482	Thomaspartners Boston, Massachusetts	$11.4M	-$2.11M	2	0.18%	Reduced
483	Barings Charlotte, North Carolina	$11.4M	-$1.53M	8	0.35%	Reduced
484	VAM Visium Asset Management New York	$11.4M	-$688K	7	0.16%	Reduced
485	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$11.2M	-$212K	1	0.55%	Reduced
486	SSB Sandy Spring Bank Olney, Maryland	$11.2M	-$706K	9	1.27%	Reduced
487	AL Agran Libbie Santa Monica, California	$11.2M	-$296K	2	2.91%	Reduced
488	AEGON Asset Management (UK) Edinburgh, United Kingdom	$11.2M	-$3.89M	1	0.31%	Reduced
489	Verition Fund Management Greenwich, Connecticut	$11.2M	+$10.9M	4	1.96%	Increased
490	Zacks Investment Management Chicago, Illinois	$11.2M	+$4.06M	4	0.35%	Increased
491	KS Karpas Strategies Litchfield, Connecticut	$11M	+$180K	2	5.5%	Increased
492	AMI Amica Mutual Insurance Providence, Rhode Island	$10.9M	$0	4	0.94%	Maintained
493	Spot Trading Chicago, Illinois	$10.9M	+$3.89M	8	0.1%	Increased
494	AL Airain Ltd St. Peter Port, Guernsey	$10.8M	+$3.15M	4	0.61%	Increased
495	CIA CCM Investment Advisers Columbia, South Carolina	$10.8M	+$10.8M	2	0.99%	Increased
496	Meyer Handelman Company Rye Brook, New York	$10.6M	+$28.9K	3	0.49%	Increased
497	HM Payson & Co Portland, Maine	$10.6M	+$570K	5	0.53%	Increased
498	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.5M	-$323K	5	0.94%	Reduced
499	PAM Private Asset Management San Diego, California	$10.5M	+$544K	5	1.76%	Increased
500	PIC Portland Investment Counsel Burlington, Ontario, Canada	$10.5M	+$10.4M	1	8.56%	Increased