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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	CQS Credential Qtrade Securities Vancouver,	$13.8M	+$3.61M	3	3.03%	Increased
502	Aristotle Capital Management Los Angeles, California	$13.8M	-$617K	2	0.09%	Reduced
503	TIA Tandem Investment Advisors Charleston, South Carolina	$13.7M	+$1.2M	1	3.56%	Increased
504	Becker Capital Management Portland, Oregon	$13.7M	+$7.16M	3	0.54%	Increased
505	Fifth Third Bancorp Cincinnati, Ohio	$13.6M	+$2.45M	13	0.1%	Increased
506	Smith Salley Wealth Management Greensboro, North Carolina	$13.5M	+$6.96M	2	2.49%	Increased
507	KS Karpas Strategies Litchfield, Connecticut	$13.5M	+$239K	2	6.31%	Increased
508	Verition Fund Management Greenwich, Connecticut	$13.5M	-$5.3M	8	0.97%	Reduced
509	WIC Willis Investment Counsel Gainesville, Georgia	$13.4M	+$1.02M	2	1%	Increased
510	BOK Financial Tulsa, Oklahoma	$13.4M	+$1.05M	6	0.38%	Increased
511	SEC Seven Eight Capital New York	$13.3M	-$18.9M	6	0.75%	Reduced
512	Private Advisor Group Morristown, New Jersey	$13.3M	-$1.8M	6	0.32%	Reduced
513	CA Callahan Advisors Houston, Texas	$13.3M	+$170K	2	2.83%	Increased
514	HAM Highstreet Asset Management London, Ontario, Canada	$13.2M	+$826K	4	0.84%	Increased
515	GCM Glendon Capital Management Santa Monica, California	$13.2M	+$10.3M	1	3.41%	Increased
516	SCM SKBA Capital Management San Francisco, California	$13.2M	+$13.3M	2	2.14%	Increased
517	Marshall Wace London, United Kingdom	$13.2M	+$8.79M	8	0.13%	Increased
518	Raymond James Trust St. Petersburg, Florida	$13.2M	-$2.04M	5	0.85%	Reduced
519	SCM Stonehill Capital Management New York	$13.1M	+$19.7M	1	6.09%	New
520	TTWM TCV Trust & Wealth Management Richmond, Virginia	$13M	+$3.75M	2	1.9%	Increased
521	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$13M	+$1.86M	3	4.01%	Increased
522	Silvercrest Asset Management New York	$12.9M	-$1.57M	6	0.14%	Reduced
523	MPM Mountaineer Partners Management New York	$12.9M	+$16.7M	1	10.94%	New
524	GIM Greystone Investment Management Cincinnati, Ohio	$12.8M	-$1.18M	1	6.56%	Reduced
525	AFIA America First Investment Advisors Omaha, Nebraska	$12.8M	-$92.2K	1	4.27%	Reduced