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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	BG Bollard Group Boston, Massachusetts	$10.4M	+$199K	5	0.78%	Increased
502	BAM Bruderman Asset Management Locust Valley, New York	$10.4M	+$618K	8	3.97%	Increased
503	BPM Bronson Point Management Fairfield, Connecticut	$10.3M	+$11.3M	1	1.24%	New
504	KIM Kestrel Investment Management San Mateo, California	$10.3M	+$955K	1	3.19%	Increased
505	Personal Capital Advisors Redwood City, California	$10.3M	+$2.17M	2	0.71%	Increased
506	OI Oakbrook Investments Lisle, Illinois	$10.3M	-$306K	7	0.63%	Reduced
507	Balyasny Asset Management Chicago, Illinois	$10.3M	-$23.1M	1	0.06%	Reduced
508	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$10.1M	+$426K	3	2.26%	Increased
509	CCM Corsair Capital Management New York	$10.1M	+$2.22M	1	0.92%	Increased
510	EIA Edgemoor Investment Advisors Bethesda, Maryland	$10.1M	+$1.41M	2	1.48%	Increased
511	BIM BRC Investment Management Greenwood Village, Colorado	$10.1M	+$2.62M	1	1.4%	Increased
512	ZWJ Investment Counsel Atlanta, Georgia	$10.1M	-$22.2K	2	1.05%	Reduced
513	BOK Financial Tulsa, Oklahoma	$10M	+$2.49M	7	0.34%	Increased
514	Kentucky Retirement Systems Frankfort, Kentucky	$9.98M	+$53.1K	7	0.81%	Increased
515	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$9.97M	+$146K	2	2.16%	Increased
516	IA Icon Advisers Greenwood Village, Colorado	$9.94M	+$104K	4	0.62%	Increased
517	MSR Main Street Research Lakeville, Connecticut	$9.9M	+$858K	2	2.03%	Increased
518	AAA Adams Asset Advisors Dallas, Texas	$9.88M	-$17.2K	2	1.84%	Reduced
519	SCVF Small Cap Value Fund Dallas, Texas	$9.88M	+$10.5M	2	1.84%	New
520	HHC Hutchin Hill Capital New York	$9.84M	+$2.56M	1	0.25%	Increased
521	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$9.69M	+$830K	1	0.86%	Increased
522	LIM Leavell Investment Management Mobile, Alabama	$9.68M	-$112K	3	1.5%	Reduced
523	Crawford Investment Counsel Atlanta, Georgia	$9.6M	+$888K	1	0.36%	Increased
524	TIAA CREF Trust St Louis, Missouri	$9.54M	-$648K	5	0.11%	Reduced
525	Catalyst Capital Advisors Huntington, New York	$9.33M	+$775K	2	1.09%	Increased