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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
501	Orbis Holdings Hamilton, Bermuda	$10.6M	+$5.51M	2	0.08%	Increased
502	Sumitomo Life Insurance Tokyo, Japan	$10.5M	+$795K	5	1.02%	Increased
503	Meyer Handelman Company Rye Brook, New York	$10.5M	+$6.32K	3	0.5%	Increased
504	RBA Richard Bernstein Advisors New York	$10.5M	+$4.37M	3	1.48%	Increased
505	SAM Strategy Asset Managers Pasadena, California	$10.3M	-$125K	1	2.21%	Reduced
506	AAA Adams Asset Advisors Dallas, Texas	$10.3M	-$2.26M	2	1.78%	Reduced
507	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$10.2M	+$711K	2	1.95%	Increased
508	BFG Beacon Financial Group Dallas, Texas	$10.1M	+$191K	2	2.08%	Increased
509	Virtu KCG Holdings New York	$10.1M	+$545K	12	0.13%	Increased
510	WIC Willis Investment Counsel Gainesville, Georgia	$10M	+$8.38K	1	1.02%	Increased
511	NCM Nebula Capital Management Stamford, Connecticut	$9.99M	-$2.52M	2	6.98%	Reduced
512	MCC Mid Continent Capital Chicago, Illinois	$9.99M	+$605K	2	0.6%	Increased
513	ESBC E.S. Barr & Co Lexington, Kentucky	$9.96M	-$38.9K	1	1.25%	Reduced
514	Central Trust Company Jefferson City, Missouri	$9.96M	-$169K	10	0.82%	Reduced
515	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$9.92M	+$1.25M	3	2.94%	Increased
516	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.91M	-$141K	7	0.52%	Reduced
517	Sculptor Capital New York	$9.9M	-$10.3M	2	0.03%	Reduced
518	OA OFI Advisors Philadelphia, Pennsylvania	$9.86M	+$138K	10	0.77%	Increased
519	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$9.85M	+$8.88M	2	2.25%	Increased
520	NIM NXG Investment Management Dallas, Texas	$9.84M	+$2.08M	5	0.29%	Increased
521	First Allied Advisory Services San Diego, California	$9.73M	+$2.79M	5	0.73%	Increased
522	SIC Schwartz Investment Counsel Plymouth, Michigan	$9.72M	+$819K	1	0.72%	Increased
523	FAAM First Allied Asset Management San Diego, California	$9.69M	+$8.93M	3	1.41%	New
524	SAM Skyline Asset Management Chicago, Illinois	$9.61M	+$9.57M	1	0.82%	New
525	Raymond James Trust St. Petersburg, Florida	$9.59M	+$434K	4	1.18%	Increased