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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	RBA Richard Bernstein Advisors New York	$10.8M	$0	3	1.11%	Maintained
502	LIM Leavell Investment Management Mobile, Alabama	$10.7M	+$325K	3	1.65%	Increased
503	Tokio Marine Asset Management Tokyo, Japan	$10.6M	-$2.55M	7	0.93%	Reduced
504	TIAAOA Teachers Insurance & Annuity Association of America New York	$10.6M	+$10M	1	0.35%	New
505	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$10.5M	+$3.19M	12	0.49%	Increased
506	KS Karpas Strategies Litchfield, Connecticut	$10.5M	+$2.08M	2	5.05%	Increased
507	Tudor Investment Corp Stamford, Connecticut	$10.3M	+$2.85M	7	0.36%	Increased
508	EIA Edgemoor Investment Advisors Bethesda, Maryland	$10.2M	-$87.1K	2	1.5%	Reduced
509	TIAA CREF Trust St Louis, Missouri	$10.2M	+$797K	4	0.13%	Increased
510	QAM QCI Asset Management Pittsford, New York	$10.1M	+$23.5K	5	1.56%	Increased
511	DC Deere & Company Moline, Illinois	$10M	+$1.98M	5	0.54%	Increased
512	CAM Carret Asset Management New York	$9.99M	-$61.5K	4	1.89%	Reduced
513	Ariel Investments Chicago, Illinois	$9.96M	+$4.19M	1	0.12%	Increased
514	CP Cumberland Partners Toronto, Ontario, Canada	$9.96M	-$1.45M	1	1.04%	Reduced
515	MSR Main Street Research Lakeville, Connecticut	$9.94M	+$561K	3	2.13%	Increased
516	ZWJ Investment Counsel Atlanta, Georgia	$9.94M	+$493K	3	1.01%	Increased
517	Artemis Investment Management Edinburgh, United Kingdom	$9.92M	+$7.3M	1	0.39%	Increased
518	1M 13D Management New York	$9.92M	+$955K	1	2.74%	Increased
519	HA Hays Advisory Franklin, Tennessee	$9.9M	-$1.34M	1	1.33%	Reduced
520	Crawford Investment Counsel Atlanta, Georgia	$9.77M	+$189K	1	0.34%	Increased
521	BG Bollard Group Boston, Massachusetts	$9.77M	+$513K	5	0.86%	Increased
522	Waratah Capital Advisors Toronto, Ontario, Canada	$9.76M	+$5.75M	3	4.59%	Increased
523	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$9.71M	-$433K	3	1.17%	Reduced
524	MCM Murphy Capital Management Bedminster, New Jersey	$9.7M	+$219K	5	1.48%	Increased
525	Central Trust Company Jefferson City, Missouri	$9.67M	-$75K	9	0.79%	Reduced