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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
476	NM Newtyn Management New York	$20.5M	-$13.2M	1	1.93%	Reduced
477	LCP LGT Capital Partners Pfaeffikon, Switzerland	$20.5M	-$806K	1	1.35%	Reduced
478	Silvercrest Asset Management New York	$20.3M	+$4.17M	6	0.17%	Increased
479	AE Wealth Management Topeka, Kansas	$20.1M	-$476K	7	0.58%	Reduced
480	NTCM Nut Tree Capital Management New York	$20M	$0	1	6.13%	Maintained
481	KS Karpas Strategies Litchfield, Connecticut	$20M	+$476K	2	8.06%	Increased
482	YCM Yost Capital Management Houston, Texas	$19.9M	+$3.31M	1	23.78%	Increased
483	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$19.9M	-$1.17M	1	0.58%	Reduced
484	B BP London, United Kingdom	$19.8M	-$5.3M	5	0.73%	Reduced
485	ACC Accident Compensation Corp Wellington, New Zealand	$19.5M	-$2.14M	3	4.64%	Reduced
486	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$19.5M	-$2.45M	6	0.73%	Reduced
487	NPF Norris Perne & French Grand Rapids, Michigan	$19.5M	-$101K	2	2.42%	Reduced
488	GFPC Global Financial Private Capital Sarasota, Florida	$19.4M	-$5.93M	3	0.98%	Reduced
489	DCM Dupont Capital Management Wilmington, Delaware	$19.2M	+$2.42M	9	0.44%	Increased
490	FFA First Foundation Advisors Irvine, California	$19.1M	+$280K	2	1.02%	Increased
491	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$18.8M	+$17.8M	3	0.34%	New
492	Orbis Allan Gray Hamilton, Bermuda	$18.7M	$0	1	0.14%	Maintained
493	CM CS McKee Pittsburgh, Pennsylvania	$18.7M	+$904K	2	1.69%	Increased
494	GW & Wade Wellesley, Massachusetts	$18.6M	-$70.5K	3	1.58%	Reduced
495	PP Paloma Partners Greenwich, Connecticut	$18.3M	+$5.57M	8	0.38%	Increased
496	CA Callahan Advisors Houston, Texas	$18.2M	+$276K	2	3.19%	Increased
497	Dai-ichi Life Insurance Company Tokyo, Japan	$18.2M	-$2.64M	5	0.44%	Reduced
498	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$18.2M	-$315K	2	2.14%	Reduced
499	Crossmark Global Holdings Houston, Texas	$18.2M	-$7.86M	10	0.53%	Reduced
500	BCM Bienville Capital Management New York	$18.2M	-$4.32M	5	2.11%	Reduced