← 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	NEAM New England Asset Management Farmington, Connecticut	$13.3M	-$2.9M	5	0.41%	Reduced
477	SIM Sentry Investment Management Stevens Point, Wisconsin	$13.3M	+$106K	7	0.6%	Increased
478	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$13.3M	+$609K	2	2.46%	Increased
479	IEFM IQ EQ Fund Management Dublin 2, Ireland	$13.3M	-$298K	2	2.42%	Reduced
480	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13.2M	+$866K	10	0.21%	Increased
481	Hillhouse Investment Management Grand Cayman, Cayman Islands	$13.2M	$0	1	0.29%	Maintained
482	ESBC E.S. Barr & Co Lexington, Kentucky	$13.1M	+$909K	1	1.58%	Increased
483	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.1M	+$5.5M	2	0.84%	Increased
484	ICP Indus Capital Partners New York	$12.9M	+$7.06M	1	1.26%	Increased
485	Churchill Management Los Angeles, California	$12.9M	-$3.86M	2	0.91%	Reduced
486	LIM Leavell Investment Management Mobile, Alabama	$12.8M	+$976K	3	1.92%	Increased
487	WIC Willis Investment Counsel Gainesville, Georgia	$12.8M	+$133K	1	1.12%	Increased
488	BG Bollard Group Boston, Massachusetts	$12.8M	+$102K	5	1.03%	Increased
489	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$12.8M	+$701K	1	0.96%	Increased
490	Raymond James Trust St. Petersburg, Florida	$12.8M	-$299K	6	1.19%	Reduced
491	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.7M	-$1.04M	8	0.66%	Reduced
492	SGAM Smith Group Asset Management Dallas, Texas	$12.6M	+$11.6M	2	0.38%	Increased
493	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$12.6M	+$210K	3	1.07%	Increased
494	UMB Bank Kansas City, Missouri	$12.5M	+$3.41M	4	0.53%	Increased
495	AL Agran Libbie Santa Monica, California	$12.5M	-$18.3K	2	3.2%	Reduced
496	Verition Fund Management Greenwich, Connecticut	$12.4M	-$401K	4	2%	Reduced
497	PHAM Pacific Heights Asset Management San Francisco, California	$12.3M	$0	2	1.18%	Maintained
498	MPAM Monarch Partners Asset Management Boston, Massachusetts	$12.2M	+$11.2M	1	1.26%	New
499	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$12.2M	+$82.8K	3	4.19%	Increased
500	PCM Pennant Capital Management Summit, New Jersey	$12.2M	$0	1	0.35%	Maintained