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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	BCM Bornite Capital Management New York	$43.1M	+$6.77M	4	7.09%	Increased
477	HIM HughesLittle Investment Management Vancouver,	$43.1M	$0	1	9.45%	Maintained
478	RCM Ratan Capital Management Miami Beach, Florida	$42.9M	+$32.3M	2	12.98%	Increased
479	MUFG Securities (Canada) New York	$42.8M	+$43.2M	2	2.82%	Increased
480	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$42.6M	+$3.08M	3	0.48%	Increased
481	Liontrust Investment Partners London, United Kingdom	$42.5M	+$42.5M	3	0.6%	New
482	Pacer Advisors Malvern, Pennsylvania	$42.1M	-$594M	13	0.1%	Reduced
483	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$41.9M	+$540K	12	2.02%	Increased
484	Axa Paris, France	$41.7M	+$4.15M	6	0.12%	Increased
485	Kovitz Investment Group Partners Chicago, Illinois	$41.5M	+$1.96M	7	0.35%	Increased
486	Kayne Anderson Capital Advisors Los Angeles, California	$41.5M	+$14M	6	1.11%	Increased
487	SC Sagefield Capital Dallas, Texas	$41.4M	+$29.6M	5	4.37%	Increased
488	TCIM TOMS Capital Investment Management New York	$41.4M	+$38.3M	1	1.56%	New
489	SIC Schwartz Investment Counsel Plymouth, Michigan	$40.7M	-$1.88M	2	1.51%	Reduced
490	Benjamin F. Edwards & Company St. Louis, Missouri	$40.7M	+$901K	16	0.71%	Increased
491	Fayez Sarofim & Co Houston, Texas	$40.6M	+$677K	3	0.11%	Increased
492	UBS O'Connor Chicago, Illinois	$40.5M	+$31.2M	6	1.14%	Increased
493	Braun Stacey Associates New York	$40.4M	+$38.8M	2	1.56%	New
494	MCM Moerus Capital Management New York	$40.1M	+$293K	2	14.49%	Increased
495	MIS Morningstar Investment Services Chicago, Illinois	$39.9M	+$4.94M	5	0.43%	Increased
496	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$39.8M	-$11.3M	5	1.14%	Reduced
497	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$39.7M	+$5.35M	21	0.04%	Increased
498	MN Services Vermogensbeheer The Hague, Netherlands	$39M	-$805K	4	0.28%	Reduced
499	VCM Valiant Capital Management San Francisco, California	$39M	+$36M	2	2.08%	Increased
500	BFS Baskin Financial Services Toronto, Ontario, Canada	$38.8M	+$126K	1	3.32%	Increased