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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	ARTA A.R.T. Advisors New York	$12.1M	+$4.32M	5	0.54%	Increased
502	KS Karpas Strategies Litchfield, Connecticut	$12M	+$61K	2	6.23%	Increased
503	EIA Edgemoor Investment Advisors Bethesda, Maryland	$12M	-$254K	2	1.87%	Reduced
504	Castleark Management Chicago, Illinois	$12M	+$11M	1	0.37%	New
505	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$11.9M	+$10.7K	5	1.41%	Increased
506	PTC Petrus Trust Company Dallas, Texas	$11.8M	-$1.95M	1	2.43%	Reduced
507	KMC Kirr Marbach & Co Columbus, Indiana	$11.7M	-$31.3K	1	2.37%	Reduced
508	Meyer Handelman Company Rye Brook, New York	$11.6M	-$144K	3	0.54%	Reduced
509	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11.6M	+$10.9M	1	0.57%	New
510	LIA LS Investment Advisors Bloomfield Hills, Michigan	$11.5M	+$775K	11	0.86%	Increased
511	Bridgewater Associates Westport, Connecticut	$11.3M	-$8M	5	0.14%	Reduced
512	PAM Private Asset Management San Diego, California	$11.3M	-$301K	5	2.04%	Reduced
513	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$11.2M	-$1.01M	2	2.45%	Reduced
514	DC Deere & Company Moline, Illinois	$11.1M	+$4.75M	8	0.59%	Increased
515	SCM Stevens Capital Management Radnor, Pennsylvania	$11.1M	-$38.1M	3	0.44%	Reduced
516	CA Callahan Advisors Houston, Texas	$10.8M	+$513K	2	2.97%	Increased
517	AAA Adams Asset Advisors Dallas, Texas	$10.8M	$0	2	2.04%	Maintained
518	SSB Sandy Spring Bank Olney, Maryland	$10.8M	-$203K	8	1.23%	Reduced
519	Private Management Group Irvine, California	$10.7M	+$3.21M	1	0.69%	Increased
520	Central Trust Company Jefferson City, Missouri	$10.6M	+$319K	8	0.84%	Increased
521	HAM Hillcrest Asset Management Plano, Texas	$10.6M	+$9.73M	1	2.66%	New
522	PR Payden & Rygel Los Angeles, California	$10.6M	+$87.7K	1	1.29%	Increased
523	YP Yellowstone Partners Idaho Falls, Idaho	$10.6M	+$192K	2	4.56%	Increased
524	D.A. Davidson & Co Great Falls, Montana	$10.6M	+$128K	11	0.33%	Increased
525	BOH Bank of Hawaii Honolulu, Hawaii	$10.5M	-$1.55M	2	1.13%	Reduced