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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
526	KIM Kestrel Investment Management San Mateo, California	$9.49M	$0	1	1.18%	Maintained
527	BOK Financial Tulsa, Oklahoma	$9.36M	+$214K	9	0.31%	Increased
528	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$9.34M	+$2.12M	2	1.8%	Increased
529	MCM Murphy Capital Management Bedminster, New Jersey	$9.27M	-$159K	5	1.56%	Reduced
530	GACM Green Arrow Capital Management New York	$9.17M	+$7.51M	1	0.78%	Increased
531	SMM Stadion Money Management Watkinsville, Georgia	$9.13M	-$448K	3	0.38%	Reduced
532	CONA Capital One National Association New York	$9.12M	+$148K	6	0.88%	Increased
533	MUFG Americas New York	$9.01M	-$730K	9	0.3%	Reduced
534	Churchill Management Los Angeles, California	$8.99M	+$2.58M	2	0.35%	Increased
535	SAM Scopus Asset Management New York	$8.99M	+$9.14M	1	0.24%	New
536	DM Delphi Management Brookline, Massachusetts	$8.95M	-$19.9K	1	0.97%	Reduced
537	SCM Stonebridge Capital Management Los Angeles, California	$8.86M	+$342K	3	3.67%	Increased
538	HA Heartland Advisors Milwaukee, Wisconsin	$8.84M	+$90K	1	0.16%	Increased
539	DC Deere & Company Moline, Illinois	$8.78M	+$415K	4	0.5%	Increased
540	Saba Capital Management New York	$8.75M	+$77.5K	1	0.49%	Increased
541	BUB BBVA USA Bancshares Houston, Texas	$8.74M	-$1.03M	3	0.4%	Reduced
542	TWI Thomas White International Chicago, Illinois	$8.73M	+$370K	1	1.24%	Increased
543	1919 Investment Counsel Baltimore, Maryland	$8.73M	-$1.01M	8	0.18%	Reduced
544	HSA Hussman Strategic Advisors Ellicott City, Maryland	$8.72M	-$2.47M	5	0.65%	Reduced
545	GD Grandfield & Dodd New York	$8.65M	-$671K	1	1.36%	Reduced
546	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$8.62M	-$809K	4	1%	Reduced
547	SGAM Steinberg Global Asset Management Boca Raton, Florida	$8.61M	+$877K	3	2.15%	Increased
548	QS Batterymarch Financial Management New York	$8.6M	-$198K	8	0.18%	Reduced
549	QAM QCI Asset Management Pittsford, New York	$8.54M	+$164K	5	1.38%	Increased
550	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$8.52M	-$276K	2	3.37%	Reduced