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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	MPAM Monarch Partners Asset Management Boston, Massachusetts	$13.2M	-$178K	1	1.3%	Reduced
502	Heritage Investors Management Corp Bethesda, Maryland	$13.1M	+$478K	3	0.88%	Increased
503	FPC Falcon Point Capital San Francisco, California	$13.1M	-$547K	1	1.77%	Reduced
504	WPC Waters Parkerson & Co New Orleans, Louisiana	$13.1M	+$167K	3	1.21%	Increased
505	DCM Dupont Capital Management Wilmington, Delaware	$13M	+$2.67M	7	0.29%	Increased
506	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$12.8M	+$1.06M	1	0.96%	Increased
507	JP Morgan Private Wealth Advisors San Francisco, California	$12.7M	-$11.2M	10	0.1%	Reduced
508	CG Clinton Group New York	$12.7M	+$3.13M	6	1.3%	Increased
509	Swiss Life Asset Management Zurich,	$12.7M	+$3.8M	5	0.33%	Increased
510	LIM Leavell Investment Management Mobile, Alabama	$12.7M	+$6.37K	3	1.61%	Increased
511	Zacks Investment Management Chicago, Illinois	$12.5M	-$3.37M	3	0.31%	Reduced
512	Churchill Management Los Angeles, California	$12.4M	-$563K	1	0.32%	Reduced
513	HI Honeywell International Charlotte, North Carolina	$12.4M	+$1.52M	1	0.47%	Increased
514	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.3M	+$167K	8	0.6%	Increased
515	VIA Virtus Investment Advisers Hartford, Connecticut	$12.1M	+$7.18M	9	1.19%	Increased
516	AFIA America First Investment Advisors Omaha, Nebraska	$12.1M	+$255K	1	4.5%	Increased
517	VanEck Associates New York	$12M	-$2.46M	9	0.07%	Reduced
518	RG Renaissance Group Covington, Kentucky	$12M	+$1.11M	1	0.44%	Increased
519	Adams Diversified Equity Fund Baltimore, Maryland	$12M	-$1.28M	1	0.68%	Reduced
520	CA Callahan Advisors Houston, Texas	$12M	-$82.7K	2	2.6%	Reduced
521	NM Nokota Management New York	$11.9M	+$11.2M	1	0.34%	New
522	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.9M	-$898K	3	0.95%	Reduced
523	FP FDO Partners Cambridge, Massachusetts	$11.8M	+$7.68M	5	2.53%	Increased
524	Sterling Capital Management Charlotte, North Carolina	$11.8M	-$4.85M	4	0.11%	Reduced
525	Kentucky Retirement Systems Frankfort, Kentucky	$11.6M	+$32.2K	7	0.87%	Increased