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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	ArrowMark Colorado Holdings Denver, Colorado	$9.41M	+$1.31M	2	0.24%	Increased
527	CA Callahan Advisors Houston, Texas	$9.4M	-$105K	2	2.74%	Reduced
528	First National Trust Hermitage, Pennsylvania	$9.4M	+$735K	4	1.61%	Increased
529	Raymond James Trust St. Petersburg, Florida	$9.36M	-$1.14M	5	1%	Reduced
530	Tokio Marine Asset Management Tokyo, Japan	$9.35M	-$556K	7	0.87%	Reduced
531	Catalyst Capital Advisors Huntington, New York	$9.35M	-$5.54M	3	1.07%	Reduced
532	EIA Edgemoor Investment Advisors Bethesda, Maryland	$9.28M	-$31.5K	2	1.32%	Reduced
533	LM Lincluden Management Mississauga, Ontario, Canada	$9.28M	+$1.73M	1	1.32%	Increased
534	QAM QCI Asset Management Pittsford, New York	$9.27M	+$211K	5	1.45%	Increased
535	VBCP Vollero Beach Capital Partners New York	$9.27M	+$8.49M	1	0.92%	New
536	Crawford Investment Counsel Atlanta, Georgia	$9.24M	+$456K	1	0.33%	Increased
537	Central Trust Company Jefferson City, Missouri	$9.2M	+$370K	9	0.74%	Increased
538	KIM Kestrel Investment Management San Mateo, California	$9.18M	$0	1	1.26%	Maintained
539	CAM Carret Asset Management New York	$9.02M	-$93.4K	4	1.75%	Reduced
540	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$8.9M	+$207K	12	0.25%	Increased
541	CCM Cadence Capital Management Boston, Massachusetts	$8.74M	+$4.07M	6	0.53%	Increased
542	Personal Capital Advisors Redwood City, California	$8.71M	+$3.07M	2	0.7%	Increased
543	HCMNY Howard Capital Management (New York) New York	$8.69M	+$277K	2	1.68%	Increased
544	AC AFAM Capital Austin, Texas	$8.62M	+$306K	2	1.11%	Increased
545	HR Howe & Rusling Rochester, New York	$8.58M	+$8.63M	13	1.92%	Increased
546	MCM Murphy Capital Management Bedminster, New Jersey	$8.57M	-$580K	4	1.27%	Reduced
547	IC InterOcean Capital Chicago, Illinois	$8.49M	+$1.01M	2	2.89%	Increased
548	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.49M	+$496K	6	1.07%	Increased
549	LIA LS Investment Advisors Bloomfield Hills, Michigan	$8.48M	-$2.54K	10	0.65%	Reduced
550	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$8.41M	+$469K	2	1.87%	Increased