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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	Montrusco Bolton Investments Montreal, Quebec, Canada	$10.7M	+$10.6M	1	0.79%	New
502	HM Payson & Co Portland, Maine	$10.7M	-$1.94M	5	0.53%	Reduced
503	Kentucky Retirement Systems Frankfort, Kentucky	$10.6M	-$1.13M	7	0.86%	Reduced
504	PAM Private Asset Management San Diego, California	$10.6M	+$197K	5	1.73%	Increased
505	Chilton Investment Company Stamford, Connecticut	$10.6M	-$382K	1	0.38%	Reduced
506	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$10.5M	+$10.8M	3	2.37%	New
507	SIM Sentry Investment Management Stevens Point, Wisconsin	$10.5M	-$2.23M	7	0.49%	Reduced
508	CI Cowen Inc New York	$10.4M	+$2.31M	3	0.86%	Increased
509	SCM SIR Capital Management New York	$10.4M	-$11.7M	2	1.47%	Reduced
510	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$10.4M	+$208K	2	2.24%	Increased
511	Ingalls & Snyder LLC New York	$10.3M	+$20.1K	5	0.57%	Increased
512	ZWJ Investment Counsel Atlanta, Georgia	$10.3M	+$50.2K	3	1.08%	Increased
513	BAM Bruderman Asset Management Locust Valley, New York	$10.3M	+$11M	6	4.02%	New
514	LIM Leavell Investment Management Mobile, Alabama	$10.3M	+$191K	3	1.55%	Increased
515	HGI Hansberger Growth Investors Madison, Wisconsin	$10.2M	-$5.72M	1	3.97%	Reduced
516	IA Icon Advisers Greenwood Village, Colorado	$10.1M	+$789K	3	0.59%	Increased
517	QIM Quantitative Investment Management Charlottesville, Virginia	$10.1M	+$8.28M	6	0.97%	Increased
518	CC Cipher Capital New York	$10.1M	+$2.37M	4	1.66%	Increased
519	CP Cumberland Partners Toronto, Ontario, Canada	$9.99M	-$606K	1	1.1%	Reduced
520	TIAAOA Teachers Insurance & Annuity Association of America New York	$9.79M	$0	1	0.31%	Maintained
521	Cubist Systematic Strategies Stamford, Connecticut	$9.69M	+$1.95M	10	0.47%	Increased
522	MSR Main Street Research Lakeville, Connecticut	$9.62M	+$498K	3	2.07%	Increased
523	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$9.5M	+$2.88M	1	0.93%	Increased
524	Jane Street New York	$9.48M	+$3.65M	9	0.07%	Increased
525	AFIA America First Investment Advisors Omaha, Nebraska	$9.44M	+$55.8K	3	4.05%	Increased