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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	Teacher Retirement System of Texas Austin, Texas	$10.7M	-$3.08M	9	0.09%	Reduced
502	ESBC E.S. Barr & Co Lexington, Kentucky	$10.7M	-$55.5K	1	1.29%	Reduced
503	CP Cumberland Partners Toronto, Ontario, Canada	$10.6M	+$3.54M	1	1.19%	Increased
504	HCMNY Howard Capital Management (New York) New York	$10.5M	-$259K	2	2.07%	Reduced
505	GRP Geologic Resource Partners Boston, Massachusetts	$10.4M	$0	1	6.27%	Maintained
506	RBA Richard Bernstein Advisors New York	$10.4M	$0	3	1.23%	Maintained
507	IC InterOcean Capital Chicago, Illinois	$10.4M	+$3.16M	1	3.15%	Increased
508	WIC Willis Investment Counsel Gainesville, Georgia	$10.3M	-$17.7K	1	1.01%	Reduced
509	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$10.3M	+$148K	2	2.27%	Increased
510	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$10.3M	+$4.44M	3	1.11%	Increased
511	Churchill Management Los Angeles, California	$10.2M	+$796K	4	0.46%	Increased
512	Sumitomo Life Insurance Tokyo, Japan	$10.1M	-$747K	5	0.97%	Reduced
513	Intact Investment Management Montreal, Quebec, Canada	$10.1M	-$3.49M	3	0.41%	Reduced
514	SAM Strategy Asset Managers Pasadena, California	$10.1M	-$108K	1	2.14%	Reduced
515	Raymond James Trust St. Petersburg, Florida	$10.1M	+$156K	4	1.15%	Increased
516	Central Trust Company Jefferson City, Missouri	$10M	-$164K	10	0.79%	Reduced
517	PRC Platte River Capital Denver, Colorado	$10M	-$6.56M	3	1.51%	Reduced
518	Nomura Holdings Tokyo, Japan	$10M	-$26.6M	9	0%	Reduced
519	CAM Carret Asset Management New York	$9.9M	-$1.06M	4	1.89%	Reduced
520	HSA Hussman Strategic Advisors Ellicott City, Maryland	$9.9M	-$153K	5	0.76%	Reduced
521	SIC Schwartz Investment Counsel Plymouth, Michigan	$9.7M	+$99.1K	1	0.69%	Increased
522	First Allied Advisory Services San Diego, California	$9.7M	-$587K	5	0.71%	Reduced
523	MCC Mid Continent Capital Chicago, Illinois	$9.7M	-$404K	2	0.56%	Reduced
524	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$9.6M	+$1.17M	2	2.75%	Increased
525	Bridgewater Associates Westport, Connecticut	$9.6M	+$6.6M	5	0.07%	Increased